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Oxford Financial Group’s Pentair PNR Stock Holding History

Oxford Financial Group’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 		$317K Hold
4,139
– – 0.02% 198
2026
Q1 		$361K Hold
4,139
– – 0.02% 197
2025
Q4 		$431K Sell
4,139
-83
-2% -$8.86K 0.02% 158
2025
Q3 		$468K Buy
4,222
+83
+2% +$8.86K 0.03% 146
2025
Q2 		$425K Hold
4,139
– – 0.03% 145
2025
Q1 		$362K Hold
4,139
– – 0.03% 155
2024
Q4 		$417K Buy
4,139
+12
+0.3% +$1.23K 0.03% 168
2024
Q3 		$404K Hold
4,127
– – 0.03% 167
2024
Q2 		$316K Sell
4,127
-15
-0.4% -$1.21K 0.02% 208
2024
Q1 		$354K Buy
+4,142
New +$314K 0.02% 166

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

Oxford Financial Group's PNR Position: Q2 2026 in Review

Oxford Financial Group held its Pentair (PNR) position steady in Q2 2026 at 4,139 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #198.

Oxford Financial Group first reported a position in PNR in Q1 2024 and has held it in 10 quarters since. The position peaked at $468K in Q3 2025. 725 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Oxford Financial Group held 4,139 shares of Pentair worth $317K as of Q2 2026.
  • Oxford Financial Group left its Pentair share count unchanged in Q2 2026.
  • Pentair made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #198 holding.
  • Oxford Financial Group first reported a position in Pentair in Q1 2024 and has held it in 10 quarters since.
  • Oxford Financial Group's Pentair position peaked at $468K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.