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Plan A Wealth’s Pentair PNR Stock Holding History

Plan A Wealth’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 		$234K Buy
+3,052
New +$241K 0.1% 160
2026
Q1 		– Sell
-2,009
Closed -$209K – 186
2025
Q4 		$209K Buy
2,009
+113
+6% +$12.1K 0.1% 157
2025
Q3 		$210K Buy
+1,896
New +$202K 0.11% 148

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 $413B AUM 44.57% 1-Year Est. Return

Plan A Wealth's PNR Position: Q2 2026 in Review

Plan A Wealth opened a new position in Pentair (PNR) in Q2 2026: 3,052 shares worth $234K. The stake represents 0.1% of the portfolio and ranks #160 among its holdings. This is a return to the name: Plan A Wealth previously reported a position in PNR as recently as Q4 2025.

Plan A Wealth first reported a position in PNR in Q3 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Plan A Wealth held 3,052 shares of Pentair worth $234K as of Q2 2026.
  • Pentair was a new Plan A Wealth position in Q2 2026.
  • Pentair made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #160 holding.
  • Plan A Wealth first reported a position in Pentair in Q3 2025 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.