New England Capital Financial Advisors’s Pentair PNR Stock Holding History

New England Capital Financial 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	$24.8K	Hold	323	–	–	0.01%	184
2026 Q1	$28.1K	Hold	323	–	–	0.01%	165
2025 Q4	$33.6K	Hold	323	–	–	0.01%	158
2025 Q3	$35.8K	Hold	323	–	–	0.02%	149
2025 Q2	$33.2K	Hold	323	–	–	0.02%	141
2025 Q1	$28.3K	Hold	323	–	–	0.01%	152
2024 Q4	$32.5K	Sell	323 -1	-0.3%	-$103	0.02%	142
2024 Q3	$31.7K	Hold	324	–	–	0.02%	144
2024 Q2	$24.9K	Hold	324	–	–	0.01%	154
2024 Q1	$27.7K	Hold	324	–	–	0.02%	148
2023 Q4	$23.6K	Hold	324	–	–	0.01%	155
2023 Q3	$21K	Hold	324	–	–	0.01%	160
2023 Q2	$20.9K	Hold	324	–	–	0.01%	157
2023 Q1	$17.9K	Hold	324	–	–	0.01%	190
2022 Q4	$15.9K	Buy	+324	New	+$14.1K	0.01%	208

Other funds holding PNR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New England Capital Financial Advisors's PNR Position: Q2 2026 in Review

New England Capital Financial Advisors held its Pentair (PNR) position steady in Q2 2026 at 323 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #184.

New England Capital Financial Advisors first reported a position in PNR in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.8K in Q3 2025. 250 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

New England Capital Financial Advisors held 323 shares of Pentair worth $24.8K as of Q2 2026.
New England Capital Financial Advisors left its Pentair share count unchanged in Q2 2026.
Pentair made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #184 holding.
New England Capital Financial Advisors first reported a position in Pentair in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Pentair position peaked at $35.8K in Q3 2025.
250 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.