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Institute for Wealth Management’s Pentair PNR Stock Holding History

Institute for 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 		$65.8K Buy
+858
New +$67.9K 0.01% 802

Other funds holding PNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Institute for Wealth Management's PNR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Pentair (PNR) in Q2 2026: 858 shares worth $65.8K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings.

387 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Institute for Wealth Management held 858 shares of Pentair worth $65.8K as of Q2 2026.
  • Pentair was a new Institute for Wealth Management position in Q2 2026.
  • Pentair made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #802 holding.
  • 387 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.