Kestra Private Wealth Services’s Pentair PNR Stock Holding History

Kestra Private Wealth Services’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 Q1	$515K	Buy	+5,917	New	+$580K	0.01%	1183
2025 Q4	–	Sell	-5,443	Closed	-$603K	–	1793
2025 Q3	$603K	Buy	5,443 +147	+3%	+$15.7K	0.01%	1014
2025 Q2	$544K	Buy	+5,296	New	+$494K	0.01%	995
2023 Q3	–	Sell	-3,106	Closed	-$201K	–	1201
2023 Q2	$201K	Buy	+3,106	New	+$179K	0.01%	968
2021 Q3	–	Sell	-2,997	Closed	-$202K	–	958
2021 Q2	$202K	Buy	+2,997	New	+$198K	0.01%	811

Other funds holding PNR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Kestra Private Wealth Services's PNR Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in Pentair (PNR) in Q1 2026: 5,917 shares worth $515K. The stake represents 0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in PNR as recently as Q3 2025.

Kestra Private Wealth Services first reported a position in PNR in Q2 2021 and has held it in 5 quarters since. The position peaked at $603K in Q3 2025. 736 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

Kestra Private Wealth Services held 5,917 shares of Pentair worth $515K as of Q1 2026.
Pentair was a new Kestra Private Wealth Services position in Q1 2026.
Pentair made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1183 holding.
Kestra Private Wealth Services first reported a position in Pentair in Q2 2021 and has held it in 5 quarters since.
Kestra Private Wealth Services's Pentair position peaked at $603K in Q3 2025.
736 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.