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Plante Moran Financial Advisors’s Pentair PNR Stock Holding History

Plante Moran Financial Advisors’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 		$2.99K Buy
+39
New +$3.08K ﹤0.01% 698
2021
Q1 		– Sell
-18
Closed -$1K – 1093
2020
Q4 		$1K Buy
+18
New +$923 ﹤0.01% 846
2020
Q3 		– Sell
-7
Closed – – 886
2020
Q2 		$0 Buy
+7
New +$246 ﹤0.01% 824
2020
Q1 		– Sell
-9
Closed – – 809
2019
Q4 		$0 Buy
+9
New +$380 ﹤0.01% 862
2019
Q1 		– Sell
-12
Closed – – 895
2018
Q4 		$0 Sell
12
-12
-50% -$485 ﹤0.01% 947
2018
Q3 		$1K Hold
24
– – ﹤0.01% 734
2018
Q2 		$1K Sell
24
-49
-67% -$2.2K ﹤0.01% 777
2018
Q1 		$3K Sell
73
-18
-20% -$857 ﹤0.01% 796
2017
Q4 		$4K Hold
91
– – ﹤0.01% 728
2017
Q3 		$4K Buy
91
+36
+65% +$1.55K ﹤0.01% 681
2017
Q2 		$2K Sell
55
-28
-34% -$1.22K ﹤0.01% 754
2017
Q1 		$4K Hold
83
– – ﹤0.01% 735
2016
Q4 		$3K Hold
83
– – ﹤0.01% 806
2016
Q3 		$4K Sell
83
-280
-77% -$11.8K ﹤0.01% 747
2016
Q2 		$14K Buy
363
+345
+1,917% +$13.4K 0.01% 482
2016
Q1 		$1K Sell
18
-290
-94% -$9.38K ﹤0.01% 811
2015
Q4 		$10K Buy
308
+290
+1,611% +$10.6K 0.01% 581
2015
Q3 		$1K Sell
18
-25
-58% -$982 ﹤0.01% 682
2015
Q2 		$2K Hold
43
– – ﹤0.01% 684
2015
Q1 		$2K Hold
43
– – ﹤0.01% 674
2014
Q4 		$2K Hold
43
– – ﹤0.01% 762
2014
Q3 		$2K Hold
43
– – ﹤0.01% 749
2014
Q2 		$2K Buy
43
+25
+139% +$1.27K ﹤0.01% 773
2014
Q1 		$1K Sell
18
-149
-89% -$7.78K ﹤0.01% 590
2013
Q4 		$9K Hold
167
– – 0.01% 474
2013
Q3 		$7K Hold
167
– – ﹤0.01% 446
2013
Q2 		$6K Buy
+167
New +$6.25K ﹤0.01% 429

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

Plante Moran Financial Advisors's PNR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Pentair (PNR) in Q2 2026: 39 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PNR as recently as Q4 2020.

Plante Moran Financial Advisors first reported a position in PNR in Q2 2013 and has held it in 27 quarters since. The position peaked at $14K in Q2 2016. 721 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Plante Moran Financial Advisors held 39 shares of Pentair worth $2.99K as of Q2 2026.
  • Pentair was a new Plante Moran Financial Advisors position in Q2 2026.
  • Pentair made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #698 holding.
  • Plante Moran Financial Advisors first reported a position in Pentair in Q2 2013 and has held it in 27 quarters since.
  • Plante Moran Financial Advisors's Pentair position peaked at $14K in Q2 2016.
  • 721 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.