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LVW Advisors’s Pentair PNR Stock Holding History

LVW 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 		$215K Sell
2,801
-4
-0.1% -$316 0.02% 435
2026
Q1 		$244K Sell
2,805
-217
-7% -$21.3K 0.02% 373
2025
Q4 		$315K Buy
3,022
+118
+4% +$12.6K 0.03% 268
2025
Q3 		$322K Buy
2,904
+129
+5% +$13.8K 0.03% 267
2025
Q2 		$285K Sell
2,775
-125
-4% -$11.7K 0.03% 272
2025
Q1 		$254K Hold
2,900
– – 0.03% 263
2024
Q4 		$292K Sell
2,900
-25
-0.9% -$2.56K 0.04% 254
2024
Q3 		$286K Hold
2,925
– – 0.04% 253
2024
Q2 		$224K Hold
2,925
– – 0.03% 270
2024
Q1 		$250K Hold
2,925
– – 0.04% 252
2023
Q4 		$213K Buy
+2,925
New +$189K 0.04% 243

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

LVW Advisors's PNR Position: Q2 2026 in Review

LVW Advisors reduced its Pentair (PNR) stake by 0.14% in Q2 2026, selling an estimated $316 and leaving 2,801 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #435.

LVW Advisors first reported a position in PNR in Q4 2023 and has held it in 11 quarters since. The position peaked at $322K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • LVW Advisors held 2,801 shares of Pentair worth $215K as of Q2 2026.
  • LVW Advisors sold 4 Pentair shares in Q2 2026, an estimated $316.
  • Pentair made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #435 holding.
  • LVW Advisors first reported a position in Pentair in Q4 2023 and has held it in 11 quarters since.
  • LVW Advisors's Pentair position peaked at $322K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.