Marshall & Sterling Wealth Advisors’s Pentair PNR Stock Holding History

Marshall & Sterling Wealth 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	–	Sell	-13	Closed	-$1.17K	–	350
2026 Q1	$1.17K	Hold	13	–	–	﹤0.01%	303
2025 Q4	$1.39K	Sell	13 -227	-95%	-$24.2K	﹤0.01%	301
2025 Q3	$26.5K	Hold	240	–	–	0.02%	245
2025 Q2	$24.6K	Buy	240 +1	+0.4%	+$93	0.02%	241
2025 Q1	$20.9K	Buy	239 +215	+896%	+$20.5K	0.01%	246
2024 Q4	$2.34K	Buy	+24	New	+$2.46K	﹤0.01%	300

Other funds holding PNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PNR Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Pentair (PNR) in Q2 2026, closing a stake of 13 shares — an estimated $1.17K sold.

Marshall & Sterling Wealth Advisors first reported a position in PNR in Q4 2024 and held it in 6 quarters. The position peaked at $26.5K in Q3 2025. 725 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Marshall & Sterling Wealth Advisors reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 13 Pentair shares in Q2 2026, an estimated $1.17K.
Marshall & Sterling Wealth Advisors first reported a position in Pentair in Q4 2024 and held it in 6 quarters.
Marshall & Sterling Wealth Advisors's Pentair position peaked at $26.5K in Q3 2025.
725 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.