IAA
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Independent Advisor Alliance’s Pentair PNR Stock Holding History

Independent Advisor Alliance’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 		$511K Buy
6,671
+427
+7% +$33.8K 0.01% 659
2026
Q1 		$544K Buy
6,244
+19
+0.3% +$1.86K 0.01% 1080
2025
Q4 		$648K Sell
6,225
-230
-4% -$24.6K 0.02% 579
2025
Q3 		$715K Sell
6,455
-537
-8% -$57.3K 0.02% 530
2025
Q2 		$718K Buy
6,992
+348
+5% +$32.5K 0.02% 491
2025
Q1 		$581K Sell
6,644
-984
-13% -$93.8K 0.02% 494
2024
Q4 		$768K Buy
7,628
+103
+1% +$10.6K 0.01% 800
2024
Q3 		$736K Buy
7,525
+170
+2% +$14.5K 0.03% 385
2024
Q2 		$564K Sell
7,355
-456
-6% -$36.7K 0.02% 434
2024
Q1 		$667K Sell
7,811
-205
-3% -$15.5K 0.02% 397
2023
Q4 		$583K Sell
8,016
-5,529
-41% -$357K 0.02% 410
2023
Q3 		$877K Buy
13,545
+14
+0.1% +$942 0.04% 315
2023
Q2 		$874K Sell
13,531
-1,624
-11% -$93.5K 0.04% 322
2023
Q1 		$838K Buy
15,155
+1,132
+8% +$60.1K 0.04% 315
2022
Q4 		$631 Buy
14,023
+338
+2% +$14.7K ﹤0.01% 333
2022
Q3 		$556K Buy
13,685
+4,364
+47% +$202K 0.03% 346
2022
Q2 		$427K Buy
9,321
+1,421
+18% +$71.1K 0.02% 412
2022
Q1 		$428K Buy
7,900
+2,136
+37% +$129K 0.02% 430
2021
Q4 		$421K Buy
+5,764
New +$425K 0.02% 436

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

Independent Advisor Alliance's PNR Position: Q2 2026 in Review

Independent Advisor Alliance increased its Pentair (PNR) stake by 6.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 6,671 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #659.

Independent Advisor Alliance first reported a position in PNR in Q4 2021 and has held it in 19 quarters since. The position peaked at $877K in Q3 2023. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Independent Advisor Alliance held 6,671 shares of Pentair worth $511K as of Q2 2026.
  • Independent Advisor Alliance bought 427 Pentair shares in Q2 2026, an estimated $33.8K.
  • Pentair made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #659 holding.
  • Independent Advisor Alliance first reported a position in Pentair in Q4 2021 and has held it in 19 quarters since.
  • Independent Advisor Alliance's Pentair position peaked at $877K in Q3 2023.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.