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Mowery & Schoenfeld Wealth Management’s Pentair PNR Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$2.23K Hold
29
– – ﹤0.01% 325
2026
Q1 		$2.53K Hold
29
– – ﹤0.01% 312
2025
Q4 		$3.03K Hold
29
– – ﹤0.01% 374
2025
Q3 		$3.22K Hold
29
– – 0.01% 313
2025
Q2 		$2.98K Hold
29
– – ﹤0.01% 311
2025
Q1 		$2.54K Sell
29
-4
-12% -$381 0.01% 379
2024
Q4 		$3.32K Buy
+33
New +$3.38K 0.01% 348

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

Mowery & Schoenfeld Wealth Management's PNR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Pentair (PNR) position steady in Q2 2026 at 29 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Mowery & Schoenfeld Wealth Management first reported a position in PNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.32K in Q4 2024. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 29 shares of Pentair worth $2.23K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Pentair share count unchanged in Q2 2026.
  • Pentair made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Pentair in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Pentair position peaked at $3.32K in Q4 2024.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.