HHM Wealth Advisors’s Pentair PNR Stock Holding History

HHM 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	$11.5K	Hold	150	–	–	﹤0.01%	614
2026 Q1	$13.1K	Hold	150	–	–	﹤0.01%	589
2025 Q4	$15.6K	Hold	150	–	–	﹤0.01%	534
2025 Q3	$16.6K	Hold	150	–	–	﹤0.01%	543
2025 Q2	$15.4K	Hold	150	–	–	﹤0.01%	547
2025 Q1	$13.1K	Sell	150 -2	-1%	-$191	﹤0.01%	562
2024 Q4	$15.3K	Buy	152 +2	+1%	+$205	﹤0.01%	532
2024 Q3	$14.7K	Hold	150	–	–	﹤0.01%	509
2024 Q2	$11.5K	Buy	+150	New	+$12.1K	﹤0.01%	528
2022 Q1	–	Sell	-4	Closed	–	–	740
2021 Q4	$0	Buy	+4	New	+$295	﹤0.01%	694
2021 Q2	–	Sell	-35	Closed	-$2K	–	648
2021 Q1	$2K	Buy	+35	New	+$2.01K	﹤0.01%	541

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 $3.38T 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

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

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

HHM Wealth Advisors held its Pentair (PNR) position steady in Q2 2026 at 150 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

HHM Wealth Advisors first reported a position in PNR in Q1 2021 and has held it in 11 quarters since. The position peaked at $16.6K in Q3 2025. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

HHM Wealth Advisors held 150 shares of Pentair worth $11.5K as of Q2 2026.
HHM Wealth Advisors left its Pentair share count unchanged in Q2 2026.
Pentair made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #614 holding.
HHM Wealth Advisors first reported a position in Pentair in Q1 2021 and has held it in 11 quarters since.
HHM Wealth Advisors's Pentair position peaked at $16.6K in Q3 2025.
727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

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