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Integrated Wealth Concepts’s Pentair PNR Stock Holding History

Integrated Wealth Concepts’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 		$249K Sell
3,251
-1,410
-30% -$112K ﹤0.01% 2098
2026
Q1 		$406K Buy
4,661
+2,104
+82% +$206K ﹤0.01% 1669
2025
Q4 		$266K Sell
2,557
-6,888
-73% -$736K ﹤0.01% 1370
2025
Q3 		$1.05M Sell
9,445
-4,282
-31% -$457K 0.01% 957
2025
Q2 		$1.41M Buy
13,727
+5,111
+59% +$477K 0.01% 758
2025
Q1 		$754K Sell
8,616
-1,169
-12% -$111K 0.01% 955
2024
Q4 		$985K Sell
9,785
-29
-0.3% -$2.97K 0.01% 816
2024
Q3 		$960K Buy
9,814
+187
+2% +$16K 0.01% 818
2024
Q2 		$738K Sell
9,627
-981
-9% -$79K 0.01% 886
2024
Q1 		$906K Sell
10,608
-497
-4% -$37.7K 0.01% 795
2023
Q4 		$807K Sell
11,105
-1,233
-10% -$79.6K 0.01% 805
2023
Q3 		$799K Buy
12,338
+89
+0.7% +$5.99K 0.01% 787
2023
Q2 		$791K Buy
+12,249
New +$705K 0.01% 776

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's PNR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Pentair (PNR) stake by 30% in Q2 2026, selling an estimated $112K and leaving 3,251 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Integrated Wealth Concepts first reported a position in PNR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q2 2025. 726 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Integrated Wealth Concepts held 3,251 shares of Pentair worth $249K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,410 Pentair shares in Q2 2026, an estimated $112K.
  • Pentair made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2098 holding.
  • Integrated Wealth Concepts first reported a position in Pentair in Q2 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Pentair position peaked at $1.41M in Q2 2025.
  • 726 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.