Next Level Wealth Planning
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Next Level Wealth Planning’s Pentair PNR Stock Holding History

Next Level Wealth Planning’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
Q3 		$37.1K Buy
+700
New +$44.5K 0.02% 201

Other funds holding PNR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Next Level Wealth Planning's PNR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Pentair (PNR) in Q3 2026: 700 shares worth $37.1K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

295 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • Next Level Wealth Planning held 700 shares of Pentair worth $37.1K as of Q3 2026.
  • Pentair was a new Next Level Wealth Planning position in Q3 2026.
  • Pentair made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #201 holding.
  • 295 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.