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Outlook Wealth Advisors’s Pentair PNR Stock Holding History

Outlook 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 		$206K Buy
2,681
+58
+2% +$4.59K 0.04% 299
2026
Q1 		$229K Buy
2,623
+18
+0.7% +$1.76K 0.06% 292
2025
Q4 		$271K Buy
2,605
+23
+0.9% +$2.46K 0.06% 259
2025
Q3 		$286K Buy
+2,582
New +$276K 0.07% 242

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 $3.37T AUM 44.26% 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

Outlook Wealth Advisors's PNR Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Pentair (PNR) stake by 2.2% in Q2 2026, buying an estimated $4.59K and bringing the position to 2,681 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #299.

Outlook Wealth Advisors first reported a position in PNR in Q3 2025 and has held it in 4 quarters since. The position peaked at $286K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Outlook Wealth Advisors held 2,681 shares of Pentair worth $206K as of Q2 2026.
  • Outlook Wealth Advisors bought 58 Pentair shares in Q2 2026, an estimated $4.59K.
  • Pentair made up 0.04% of Outlook Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Outlook Wealth Advisors first reported a position in Pentair in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Pentair position peaked at $286K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.