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Lifeworks Advisors’s Pentair PNR Stock Holding History

Lifeworks Advisors’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 		$3.85M Buy
50,229
+4,162
+9% +$329K 0.4% 72
2026
Q1 		$4.01M Buy
46,067
+6,823
+17% +$669K 0.51% 66
2025
Q4 		$4.09M Buy
39,244
+31,587
+413% +$3.37M 0.53% 65
2025
Q3 		$848K Buy
7,657
+1,947
+34% +$208K 0.11% 147
2025
Q2 		$586K Sell
5,710
-24,377
-81% -$2.28M 0.09% 175
2025
Q1 		$2.63M Buy
30,087
+3,688
+14% +$351K 0.44% 62
2024
Q4 		$2.66M Buy
26,399
+6,923
+36% +$710K 0.48% 64
2024
Q3 		$1.9M Sell
19,476
-1,011
-5% -$86.5K 0.37% 79
2024
Q2 		$1.57M Buy
+20,487
New +$1.65M 0.44% 68

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

Lifeworks Advisors's PNR Position: Q2 2026 in Review

Lifeworks Advisors increased its Pentair (PNR) stake by 9% in Q2 2026, buying an estimated $329K and bringing the position to 50,229 shares worth $3.85M. The position accounts for 0.4% of the portfolio, ranked #72.

Lifeworks Advisors first reported a position in PNR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.09M in Q4 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Lifeworks Advisors held 50,229 shares of Pentair worth $3.85M as of Q2 2026.
  • Lifeworks Advisors bought 4,162 Pentair shares in Q2 2026, an estimated $329K.
  • Pentair made up 0.4% of Lifeworks Advisors's portfolio in Q2 2026, its #72 holding.
  • Lifeworks Advisors first reported a position in Pentair in Q2 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's Pentair position peaked at $4.09M in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.