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Forum Financial Management’s Pentair PNR Stock Holding History

Forum Financial 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
Q1 		– Sell
-3,756
Closed -$391K – 813
2025
Q4 		$391K Hold
3,756
– – 0.01% 611
2025
Q3 		$416K Buy
3,756
+530
+16% +$56.6K 0.01% 552
2025
Q2 		$331K Buy
3,226
+352
+12% +$32.9K 0.01% 620
2025
Q1 		$251K Buy
2,874
+18
+0.6% +$1.72K ﹤0.01% 692
2024
Q4 		$287K Buy
2,856
+45
+2% +$4.61K ﹤0.01% 641
2024
Q3 		$275K Sell
2,811
-33
-1% -$2.82K ﹤0.01% 560
2024
Q2 		$218K Buy
2,844
+4
+0.1% +$322 ﹤0.01% 634
2024
Q1 		$243K Buy
2,840
+35
+1% +$2.65K ﹤0.01% 604
2023
Q4 		$204K Buy
+2,805
New +$181K ﹤0.01% 636
2022
Q1 		– Sell
-2,794
Closed -$204K – 661
2021
Q4 		$204K Buy
+2,794
New +$206K 0.01% 616

Other funds holding PNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Forum Financial Management's PNR Position: Q1 2026 in Review

Forum Financial Management sold out of Pentair (PNR) in Q1 2026, closing a stake of 3,756 shares — an estimated $391K sold.

Forum Financial Management first reported a position in PNR in Q4 2021 and held it in 10 quarters. The position peaked at $416K in Q3 2025. 741 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • Forum Financial Management reported no remaining Pentair position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,756 Pentair shares in Q1 2026, an estimated $391K.
  • Forum Financial Management first reported a position in Pentair in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Pentair position peaked at $416K in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.