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 Q3	$64.6K	Buy	1,220 +844	+224%	+$53.6K	0.01%	1115
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

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

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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's PNR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Pentair (PNR) stake by 224% in Q3 2026, buying an estimated $53.6K and bringing the position to 1,220 shares worth $64.6K. The position accounts for 0.01% of the portfolio, ranked #1115.

Pinnacle Wealth Planning Services first reported a position in PNR in Q4 2020 and has held it in 7 quarters since. The position peaked at $317K in Q3 2025. 295 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

Pinnacle Wealth Planning Services held 1,220 shares of Pentair worth $64.6K as of Q3 2026.
Pinnacle Wealth Planning Services bought 844 Pentair shares in Q3 2026, an estimated $53.6K.
Pentair made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1115 holding.
Pinnacle Wealth Planning Services first reported a position in Pentair in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Pentair position peaked at $317K in Q3 2025.
295 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.