MWA
PNR icon

Medallion Wealth Advisors’s Pentair PNR Stock Holding History

Medallion 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
Q1 		$45.6K Hold
524
– – 0.01% 488
2025
Q4 		$54.6K Hold
524
– – 0.02% 459
2025
Q3 		$58K Hold
524
– – 0.02% 447
2025
Q2 		$53.8K Hold
524
– – 0.02% 455
2025
Q1 		$45.8K Hold
524
– – 0.02% 443
2024
Q4 		$45.8K Buy
+524
New +$53.7K 0.02% 428

Other funds holding PNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Medallion Wealth Advisors's PNR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Pentair (PNR) position steady in Q1 2026 at 524 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #488.

Medallion Wealth Advisors first reported a position in PNR in Q4 2024 and has held it in 6 quarters since. The position peaked at $58K in Q3 2025. 738 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • Medallion Wealth Advisors held 524 shares of Pentair worth $45.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Pentair share count unchanged in Q1 2026.
  • Pentair made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #488 holding.
  • Medallion Wealth Advisors first reported a position in Pentair in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Pentair position peaked at $58K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.