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Root Financial Partners’s Pentair PNR Stock Holding History

Root Financial Partners’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 		– Sell
-449
Closed -$39.1K – 2437
2026
Q1 		$39.1K Sell
449
-56
-11% -$5.49K ﹤0.01% 986
2025
Q4 		$52.6K Buy
505
+133
+36% +$14.2K ﹤0.01% 691
2025
Q3 		$41.2K Buy
+372
New +$39.7K ﹤0.01% 742

Other funds holding PNR

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's PNR Position: Q2 2026 in Review

Root Financial Partners sold out of Pentair (PNR) in Q2 2026, closing a stake of 449 shares — an estimated $39.1K sold.

Root Financial Partners first reported a position in PNR in Q3 2025 and held it in 3 quarters. The position peaked at $52.6K in Q4 2025. 250 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Root Financial Partners reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 449 Pentair shares in Q2 2026, an estimated $39.1K.
  • Root Financial Partners first reported a position in Pentair in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Pentair position peaked at $52.6K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.