EWM
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Evercore Wealth Management’s Pentair PNR Stock Holding History

Evercore Wealth Management’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 		– Sell
-2,577
Closed -$224K – 444
2026
Q1 		$224K Sell
2,577
-2
-0.1% -$196 ﹤0.01% 374
2025
Q4 		$269K Hold
2,579
– – ﹤0.01% 357
2025
Q3 		$286K Buy
+2,579
New +$275K ﹤0.01% 355
2018
Q1 		– Sell
-1,669
Closed -$79K – 683
2017
Q4 		$79K Sell
1,669
-23
-1% -$1.07K ﹤0.01% 509
2017
Q3 		$77K Sell
1,692
-372
-18% -$16K ﹤0.01% 509
2017
Q2 		$92K Buy
2,064
+590
+40% +$25.8K ﹤0.01% 483
2017
Q1 		$62K Hold
1,474
– – ﹤0.01% 563
2016
Q4 		$55K Buy
1,474
+43
+3% +$1.68K ﹤0.01% 593
2016
Q3 		$62K Hold
1,431
– – ﹤0.01% 564
2016
Q2 		$56K Buy
1,431
+6
+0.4% +$233 ﹤0.01% 560
2016
Q1 		$52K Hold
1,425
– – ﹤0.01% 559
2015
Q4 		$47K Sell
1,425
-219
-13% -$8.01K ﹤0.01% 607
2015
Q3 		$57K Hold
1,644
– – ﹤0.01% 561
2015
Q2 		$76K Hold
1,644
– – ﹤0.01% 565
2015
Q1 		$69K Hold
1,644
– – ﹤0.01% 585
2014
Q4 		$74K Hold
1,644
– – ﹤0.01% 503
2014
Q3 		$74K Hold
1,644
– – ﹤0.01% 558
2014
Q2 		$80K Sell
1,644
-323
-16% -$16.4K ﹤0.01% 542
2014
Q1 		$106K Buy
1,967
+16
+0.8% +$835 0.01% 474
2013
Q4 		$100K Sell
1,951
-32
-2% -$1.49K 0.01% 456
2013
Q3 		$86K Buy
1,983
+32
+2% +$1.33K ﹤0.01% 506
2013
Q2 		$76K Buy
+1,951
New +$73K ﹤0.01% 519

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

Evercore Wealth Management's PNR Position: Q2 2026 in Review

Evercore Wealth Management sold out of Pentair (PNR) in Q2 2026, closing a stake of 2,577 shares — an estimated $224K sold.

Evercore Wealth Management first reported a position in PNR in Q2 2013 and held it in 22 quarters. The position peaked at $286K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Evercore Wealth Management reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 2,577 Pentair shares in Q2 2026, an estimated $224K.
  • Evercore Wealth Management first reported a position in Pentair in Q2 2013 and held it in 22 quarters.
  • Evercore Wealth Management's Pentair position peaked at $286K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.