PWM
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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
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

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

Perigon Wealth Management's PNR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Pentair (PNR) stake by 19% in Q2 2026, selling an estimated $112K and leaving 6,101 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #927.

Perigon Wealth Management first reported a position in PNR in Q1 2018 and has held it in 5 quarters since. The position peaked at $998K in Q4 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Perigon Wealth Management held 6,101 shares of Pentair worth $468K as of Q2 2026.
  • Perigon Wealth Management sold 1,420 Pentair shares in Q2 2026, an estimated $112K.
  • Pentair made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #927 holding.
  • Perigon Wealth Management first reported a position in Pentair in Q1 2018 and has held it in 5 quarters since.
  • Perigon Wealth Management's Pentair position peaked at $998K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.