Evolve Private Wealth’s Pentair PNR Stock Holding History

Evolve Private Wealth’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 Q1	–	Sell	-2,349	Closed	-$245K	–	1046
2025 Q4	$245K	Buy	+2,349	New	+$251K	0.01%	802

Other funds holding PNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Evolve Private Wealth's PNR Position: Q1 2026 in Review

Evolve Private Wealth sold out of Pentair (PNR) in Q1 2026, closing a stake of 2,349 shares — an estimated $245K sold.

Evolve Private Wealth first reported a position in PNR in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 741 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

Evolve Private Wealth reported no remaining Pentair position as of Q1 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,349 Pentair shares in Q1 2026, an estimated $245K.
Evolve Private Wealth first reported a position in Pentair in Q4 2025 and held it in 1 quarter.
Evolve Private Wealth's Pentair position peaked at $245K in Q4 2025.
741 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.