EP Wealth Advisors
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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
Q3 		– Sell
-8,692
Closed -$666K – 1821
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

EP Wealth Advisors's PNR Position: Q3 2026 in Review

EP Wealth Advisors sold out of Pentair (PNR) in Q3 2026, closing a stake of 8,692 shares — an estimated $666K sold.

EP Wealth Advisors first reported a position in PNR in Q3 2024 and held it in 7 quarters. The position peaked at $767K in Q4 2025. 507 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • EP Wealth Advisors reported no remaining Pentair position as of Q3 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 8,692 Pentair shares in Q3 2026, an estimated $666K.
  • EP Wealth Advisors first reported a position in Pentair in Q3 2024 and held it in 7 quarters.
  • EP Wealth Advisors's Pentair position peaked at $767K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.