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Legacy Wealth Management (Idaho)’s Pentair PNR Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-14
Closed -$1.22K – 744
2026
Q1 		$1.22K Hold
14
– – ﹤0.01% 842
2025
Q4 		$1.46K Hold
14
– – ﹤0.01% 705
2025
Q3 		$1.55K Hold
14
– – ﹤0.01% 575
2025
Q2 		$1.44K Hold
14
– – ﹤0.01% 557
2025
Q1 		$1.23K Hold
14
– – ﹤0.01% 616
2024
Q4 		$1.37K Hold
14
– – ﹤0.01% 557
2024
Q3 		$1.49K Buy
+14
New +$1.2K ﹤0.01% 509

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

Legacy Wealth Management (Idaho)'s PNR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Pentair (PNR) in Q2 2026, closing a stake of 14 shares — an estimated $1.22K sold.

Legacy Wealth Management (Idaho) first reported a position in PNR in Q3 2024 and held it in 7 quarters. The position peaked at $1.55K in Q3 2025. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 14 Pentair shares in Q2 2026, an estimated $1.22K.
  • Legacy Wealth Management (Idaho) first reported a position in Pentair in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Pentair position peaked at $1.55K in Q3 2025.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.