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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
Q3 		$207K Buy
3,899
+847
+28% +$53.8K 0.07% 185
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's PNR Position: Q3 2026 in Review

Plan A Wealth increased its Pentair (PNR) stake by 28% in Q3 2026, buying an estimated $53.8K and bringing the position to 3,899 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #185.

Plan A Wealth first reported a position in PNR in Q3 2025 and has held it in 4 quarters since. The position peaked at $234K in Q2 2026. 26 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • Plan A Wealth held 3,899 shares of Pentair worth $207K as of Q3 2026.
  • Plan A Wealth bought 847 Pentair shares in Q3 2026, an estimated $53.8K.
  • Pentair made up 0.07% of Plan A Wealth's portfolio in Q3 2026, its #185 holding.
  • Plan A Wealth first reported a position in Pentair in Q3 2025 and has held it in 4 quarters since.
  • Plan A Wealth's Pentair position peaked at $234K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.