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Marshall Financial Group (Maryland)’s Pentair PNR Stock Holding History

Marshall Financial Group (Maryland)’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 		$714K Buy
+9,307
New +$736K 0.1% 185
2026
Q1 		– Sell
-1,972
Closed -$205K – 305
2025
Q4 		$205K Sell
1,972
-8,507
-81% -$908K 0.04% 281
2025
Q3 		$1.16M Buy
10,479
+410
+4% +$43.8K 0.23% 107
2025
Q2 		$1.06M Buy
+10,069
New +$940K 0.21% 112

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

Marshall Financial Group (Maryland)'s PNR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Pentair (PNR) in Q2 2026: 9,307 shares worth $714K. The stake represents 0.1% of the portfolio and ranks #185 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in PNR as recently as Q4 2025.

Marshall Financial Group (Maryland) first reported a position in PNR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q3 2025. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 9,307 shares of Pentair worth $714K as of Q2 2026.
  • Pentair was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Pentair made up 0.1% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #185 holding.
  • Marshall Financial Group (Maryland) first reported a position in Pentair in Q2 2025 and has held it in 4 quarters since.
  • Marshall Financial Group (Maryland)'s Pentair position peaked at $1.16M in Q3 2025.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.