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HB Wealth Management’s Pentair PNR Stock Holding History

HB 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 		$558K Buy
7,284
+2,889
+66% +$229K ﹤0.01% 1041
2026
Q1 		$383K Sell
4,395
-4,824
-52% -$473K ﹤0.01% 1097
2025
Q4 		$960K Buy
9,219
+1,554
+20% +$166K 0.01% 642
2025
Q3 		$849K Buy
7,665
+3,669
+92% +$392K 0.01% 661
2025
Q2 		$410K Buy
3,996
+392
+11% +$36.6K ﹤0.01% 818
2025
Q1 		$315K Buy
3,604
+192
+6% +$18.3K ﹤0.01% 944
2024
Q4 		$343K Sell
3,412
-40
-1% -$4.1K ﹤0.01% 761
2024
Q3 		$338K Buy
3,452
+373
+12% +$31.9K ﹤0.01% 720
2024
Q2 		$236K Buy
3,079
+298
+11% +$24K ﹤0.01% 793
2024
Q1 		$238K Buy
+2,781
New +$211K ﹤0.01% 740

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 $3.38T 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
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

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

HB Wealth Management increased its Pentair (PNR) stake by 66% in Q2 2026, buying an estimated $229K and bringing the position to 7,284 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

HB Wealth Management first reported a position in PNR in Q1 2024 and has held it in 10 quarters since. The position peaked at $960K in Q4 2025. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • HB Wealth Management held 7,284 shares of Pentair worth $558K as of Q2 2026.
  • HB Wealth Management bought 2,889 Pentair shares in Q2 2026, an estimated $229K.
  • Pentair made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1041 holding.
  • HB Wealth Management first reported a position in Pentair in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Pentair position peaked at $960K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.