Perigon Wealth Management’s Pentair PNR Stock Holding History

Perigon 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 Q3	$407K	Buy	7,680 +1,579	+26%	+$100K	0.01%	999
2026 Q2	$468K	Sell	6,101 -1,420	-19%	-$112K	0.01%	927
2026 Q1	$655K	Sell	7,521 -2,061	-22%	-$202K	0.01%	670
2025 Q4	$998K	Buy	9,582 +7,186	+300%	+$767K	0.02%	551
2025 Q3	$265K	Buy	+2,396	New	+$256K	0.01%	1025
2018 Q2	–	Sell	-6	Closed	–	–	507
2018 Q1	$0	Buy	+6	New	+$286	﹤0.01%	672

Other funds holding PNR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Perigon Wealth Management's PNR Position: Q3 2026 in Review

Perigon Wealth Management increased its Pentair (PNR) stake by 26% in Q3 2026, buying an estimated $100K and bringing the position to 7,680 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #999.

Perigon Wealth Management first reported a position in PNR in Q1 2018 and has held it in 6 quarters since. The position peaked at $998K in Q4 2025. 317 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

Perigon Wealth Management held 7,680 shares of Pentair worth $407K as of Q3 2026.
Perigon Wealth Management bought 1,579 Pentair shares in Q3 2026, an estimated $100K.
Pentair made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #999 holding.
Perigon Wealth Management first reported a position in Pentair in Q1 2018 and has held it in 6 quarters since.
Perigon Wealth Management's Pentair position peaked at $998K in Q4 2025.
317 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.