LVW Advisors
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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
Q3 		– Sell
-2,801
Closed -$215K – 499
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LVW Advisors's PNR Position: Q3 2026 in Review

LVW Advisors sold out of Pentair (PNR) in Q3 2026, closing a stake of 2,801 shares — an estimated $215K sold.

LVW Advisors first reported a position in PNR in Q4 2023 and held it in 11 quarters. The position peaked at $322K in Q3 2025. 507 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • LVW Advisors reported no remaining Pentair position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 2,801 Pentair shares in Q3 2026, an estimated $215K.
  • LVW Advisors first reported a position in Pentair in Q4 2023 and held it in 11 quarters.
  • LVW Advisors's Pentair position peaked at $322K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.