Golden State Wealth Management’s Pentair PNR Stock Holding History

Golden State 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	-62	Closed	-$5.43K	–	1682
2026 Q1	$5.43K	Hold	62	–	–	﹤0.01%	1204
2025 Q4	$6.47K	Hold	62	–	–	﹤0.01%	1195
2025 Q3	$6.87K	Buy	62 +1	+2%	+$107	﹤0.01%	1181
2025 Q2	$6.35K	Hold	61	–	–	﹤0.01%	1181
2025 Q1	$5.4K	Hold	61	–	–	﹤0.01%	1157
2024 Q4	$6.19K	Buy	+61	New	+$6.25K	﹤0.01%	1075
2020 Q2	–	Sell	-73	Closed	-$2K	–	741
2020 Q1	$2K	Buy	+73	New	+$2.94K	﹤0.01%	872
2019 Q4	–	Sell	-72	Closed	-$3K	–	693
2019 Q3	$3K	Sell	72 -22	-23%	-$818	﹤0.01%	931
2019 Q2	$3K	Hold	94	–	–	﹤0.01%	945
2019 Q1	$4K	Buy	+94	New	+$3.92K	﹤0.01%	950

Other funds holding PNR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Golden State Wealth Management's PNR Position: Q2 2026 in Review

Golden State Wealth Management sold out of Pentair (PNR) in Q2 2026, closing a stake of 62 shares — an estimated $5.43K sold.

Golden State Wealth Management first reported a position in PNR in Q1 2019 and held it in 10 quarters. The position peaked at $6.87K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Golden State Wealth Management reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 62 Pentair shares in Q2 2026, an estimated $5.43K.
Golden State Wealth Management first reported a position in Pentair in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's Pentair position peaked at $6.87K in Q3 2025.
723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.