Key Financial Inc’s Pentair PNR Stock Holding History

Key Financial Inc’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	$35.5K	Hold	463	–	–	0.01%	605
2026 Q1	$40.3K	Sell	463 -7	-1%	-$686	0.01%	574
2025 Q4	$48.9K	Hold	470	–	–	0.01%	526
2025 Q3	$51.9K	Buy	470 +7	+2%	+$747	0.01%	510
2025 Q2	$47.5K	Hold	463	–	–	0.01%	501
2025 Q1	$40.5K	Hold	463	–	–	0.01%	514
2024 Q4	$46.6K	Hold	463	–	–	0.01%	489
2024 Q3	$45.3K	Hold	463	–	–	0.01%	493
2024 Q2	$35.5K	Hold	463	–	–	0.01%	527
2024 Q1	$39.6K	Hold	463	–	–	0.01%	478
2023 Q4	$33.7K	Hold	463	–	–	0.01%	493
2023 Q3	$30K	Hold	463	–	–	0.01%	488
2023 Q2	$29.9K	Hold	463	–	–	0.01%	489
2023 Q1	$25.6K	Hold	463	–	–	0.01%	494
2022 Q4	$18.8K	Hold	463	–	–	0.01%	503
2022 Q3	$19K	Hold	463	–	–	0.01%	506
2022 Q2	$22K	Hold	463	–	–	0.01%	490
2022 Q1	$25K	Hold	463	–	–	0.01%	464
2021 Q4	$34K	Buy	463 +11	+2%	+$811	0.02%	404
2021 Q3	$33K	Hold	452	–	–	0.02%	393
2021 Q2	$33K	Buy	452 +202	+81%	+$13.4K	0.02%	402
2021 Q1	$16K	Hold	250	–	–	0.01%	428
2020 Q4	$13K	Buy	+250	New	+$12.8K	0.01%	434
2020 Q2	–	Sell	-250	Closed	-$7K	–	475
2020 Q1	$7K	Buy	+250	New	+$10.1K	0.01%	467

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 $3.37T AUM 44.26% 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

Key Financial Inc's PNR Position: Q2 2026 in Review

Key Financial Inc held its Pentair (PNR) position steady in Q2 2026 at 463 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #605.

Key Financial Inc first reported a position in PNR in Q1 2020 and has held it in 24 quarters since. The position peaked at $51.9K in Q3 2025. 725 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Key Financial Inc held 463 shares of Pentair worth $35.5K as of Q2 2026.
Key Financial Inc left its Pentair share count unchanged in Q2 2026.
Pentair made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #605 holding.
Key Financial Inc first reported a position in Pentair in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Pentair position peaked at $51.9K in Q3 2025.
725 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.