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Sagespring Wealth Partners’s Pentair PNR Stock Holding History

Sagespring Wealth 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
Q1 		– Sell
-2,662
Closed -$277K – 837
2025
Q4 		$277K Sell
2,662
-417
-14% -$44.5K 0.01% 648
2025
Q3 		$341K Sell
3,079
-64
-2% -$6.83K 0.01% 567
2025
Q2 		$323K Buy
+3,143
New +$293K 0.01% 554

Other funds holding PNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sagespring Wealth Partners's PNR Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Pentair (PNR) in Q1 2026, closing a stake of 2,662 shares — an estimated $277K sold.

Sagespring Wealth Partners first reported a position in PNR in Q2 2025 and held it in 3 quarters. The position peaked at $341K in Q3 2025. 741 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Pentair position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 2,662 Pentair shares in Q1 2026, an estimated $277K.
  • Sagespring Wealth Partners first reported a position in Pentair in Q2 2025 and held it in 3 quarters.
  • Sagespring Wealth Partners's Pentair position peaked at $341K in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.