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EP Wealth Advisors’s Pentair PNR Stock Holding History

EP Wealth Advisors’s Portfolio PNR Stock Details PNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$666K Buy
8,692
+2,194
+34% +$174K ﹤0.01% 903
2026
Q1 		$566K Sell
6,498
-868
-12% -$85.1K ﹤0.01% 851
2025
Q4 		$767K Buy
+7,366
New +$787K ﹤0.01% 702
2025
Q2 		$571K Buy
5,559
+1,236
+29% +$115K ﹤0.01% 735
2025
Q1 		$378K Sell
4,323
-118
-3% -$11.2K ﹤0.01% 808
2024
Q4 		$447K Sell
4,441
-57
-1% -$5.84K ﹤0.01% 727
2024
Q3 		$440K Buy
+4,498
New +$385K ﹤0.01% 728

Other funds holding PNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

EP Wealth Advisors's PNR Position: Q2 2026 in Review

EP Wealth Advisors increased its Pentair (PNR) stake by 34% in Q2 2026, buying an estimated $174K and bringing the position to 8,692 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

EP Wealth Advisors first reported a position in PNR in Q3 2024 and has held it in 7 quarters since. The position peaked at $767K in Q4 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • EP Wealth Advisors held 8,692 shares of Pentair worth $666K as of Q2 2026.
  • EP Wealth Advisors bought 2,194 Pentair shares in Q2 2026, an estimated $174K.
  • Pentair made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #903 holding.
  • EP Wealth Advisors first reported a position in Pentair in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Pentair position peaked at $767K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.