EWA
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EverSource Wealth Advisors’s Pentair PNR Stock Holding History

EverSource 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 		$221K Sell
2,884
-1,142
-28% -$90.3K 0.01% 957
2026
Q1 		$351K Sell
4,026
-1,736
-30% -$170K 0.01% 768
2025
Q4 		$600K Sell
5,762
-183
-3% -$19.5K 0.02% 482
2025
Q3 		$658K Buy
5,945
+1,138
+24% +$121K 0.03% 419
2025
Q2 		$493K Buy
4,807
+2,230
+87% +$208K 0.02% 462
2025
Q1 		$225K Buy
2,577
+121
+5% +$11.5K 0.01% 615
2024
Q4 		$247K Buy
2,456
+826
+51% +$84.7K 0.01% 573
2024
Q3 		$159K Buy
1,630
+294
+22% +$25.2K 0.01% 632
2024
Q2 		$117K Buy
1,336
+290
+28% +$23.4K 0.01% 734
2024
Q1 		$82.8K Buy
1,046
+170
+19% +$12.9K 0.01% 782
2023
Q4 		$63.6K Buy
876
+173
+25% +$11.2K 0.01% 806
2023
Q3 		$45.5K Buy
703
+271
+63% +$18.2K ﹤0.01% 849
2023
Q2 		$27.9K Buy
432
+137
+46% +$7.89K ﹤0.01% 1030
2023
Q1 		$16.3K Buy
295
+184
+166% +$9.77K ﹤0.01% 1158
2022
Q4 		$5K Buy
111
+18
+19% +$783 ﹤0.01% 1598
2022
Q3 		$4K Sell
93
-81
-47% -$3.76K ﹤0.01% 1464
2022
Q2 		$8K Buy
174
+95
+120% +$4.76K ﹤0.01% 1123
2022
Q1 		$5K Buy
79
+50
+172% +$3.02K ﹤0.01% 1280
2021
Q4 		$2K Buy
+29
New +$2.14K ﹤0.01% 1602

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 $413B AUM 44.57% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Pentair (PNR) stake by 28% in Q2 2026, selling an estimated $90.3K and leaving 2,884 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #957.

EverSource Wealth Advisors first reported a position in PNR in Q4 2021 and has held it in 19 quarters since. The position peaked at $658K in Q3 2025. 720 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • EverSource Wealth Advisors held 2,884 shares of Pentair worth $221K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,142 Pentair shares in Q2 2026, an estimated $90.3K.
  • Pentair made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #957 holding.
  • EverSource Wealth Advisors first reported a position in Pentair in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Pentair position peaked at $658K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.