Pinnacle Wealth Planning Services’s Pentair PNR Stock Holding History

Pinnacle Wealth Planning Services’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	$28.8K	Buy	376 +22	+6%	+$1.74K	﹤0.01%	1617
2026 Q1	$30.8K	Sell	354 -1,510	-81%	-$148K	﹤0.01%	1470
2025 Q4	$194K	Sell	1,864 -1,002	-35%	-$107K	0.02%	472
2025 Q3	$317K	Buy	+2,866	New	+$306K	0.04%	300
2025 Q1	–	Sell	-2,144	Closed	-$216K	–	424
2024 Q4	$216K	Buy	+2,144	New	+$220K	0.03%	340
2021 Q1	–	Sell	-284	Closed	-$16K	–	1527
2020 Q4	$16K	Buy	+284	New	+$14.6K	﹤0.01%	1241

Other funds holding PNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's PNR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pentair (PNR) stake by 6.2% in Q2 2026, buying an estimated $1.74K and bringing the position to 376 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Pinnacle Wealth Planning Services first reported a position in PNR in Q4 2020 and has held it in 6 quarters since. The position peaked at $317K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Pinnacle Wealth Planning Services held 376 shares of Pentair worth $28.8K as of Q2 2026.
Pinnacle Wealth Planning Services bought 22 Pentair shares in Q2 2026, an estimated $1.74K.
Pentair made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1617 holding.
Pinnacle Wealth Planning Services first reported a position in Pentair in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Pentair position peaked at $317K in Q3 2025.
723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.