PWA
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Principia Wealth Advisory’s Pentair PNR Stock Holding History

Principia Wealth Advisory’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 		$307 Buy
4
+1
+33% +$79 ﹤0.01% 962
2026
Q1 		$261 Sell
3
-7
-70% -$686 ﹤0.01% 932
2025
Q4 		$1.04K Buy
10
+2
+25% +$214 ﹤0.01% 657
2025
Q3 		$886 Buy
8
+2
+33% +$214 ﹤0.01% 679
2025
Q2 		$616 Buy
6
+3
+100% +$280 ﹤0.01% 689
2025
Q1 		$252 Sell
3
-1
-25% -$95 ﹤0.01% 743
2024
Q4 		$403 Buy
+4
New +$410 ﹤0.01% 602

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

Principia Wealth Advisory's PNR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Pentair (PNR) stake by 33% in Q2 2026, buying an estimated $79 and bringing the position to 4 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Principia Wealth Advisory first reported a position in PNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04K in Q4 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of Pentair worth $307 as of Q2 2026.
  • Principia Wealth Advisory bought 1 Pentair share in Q2 2026, an estimated $79.
  • Pentair made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #962 holding.
  • Principia Wealth Advisory first reported a position in Pentair in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Pentair position peaked at $1.04K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.