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Sequoia Financial Advisors’s Pentair PNR Stock Holding History

Sequoia 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 		$527K Sell
6,875
-122
-2% -$9.65K ﹤0.01% 1316
2026
Q1 		$609K Sell
6,997
-5,554
-44% -$544K ﹤0.01% 1158
2025
Q4 		$1.31M Buy
12,551
+3,177
+34% +$339K 0.01% 758
2025
Q3 		$1.04M Buy
9,374
+749
+9% +$80K 0.01% 757
2025
Q2 		$885K Buy
8,625
+4,172
+94% +$390K 0.01% 735
2025
Q1 		$390K Buy
4,453
+1,067
+32% +$102K ﹤0.01% 958
2024
Q4 		$341K Sell
3,386
-1,648
-33% -$169K ﹤0.01% 967
2024
Q3 		$492K Buy
5,034
+2,279
+83% +$195K 0.01% 754
2024
Q2 		$211K Buy
2,755
+204
+8% +$16.4K ﹤0.01% 1079
2024
Q1 		$218K Sell
2,551
-2,132
-46% -$162K ﹤0.01% 1015
2023
Q4 		$340K Buy
+4,683
New +$302K ﹤0.01% 872

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

Sequoia Financial Advisors's PNR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Pentair (PNR) stake by 1.7% in Q2 2026, selling an estimated $9.65K and leaving 6,875 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Sequoia Financial Advisors first reported a position in PNR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2025. 721 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Sequoia Financial Advisors held 6,875 shares of Pentair worth $527K as of Q2 2026.
  • Sequoia Financial Advisors sold 122 Pentair shares in Q2 2026, an estimated $9.65K.
  • Pentair made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1316 holding.
  • Sequoia Financial Advisors first reported a position in Pentair in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Pentair position peaked at $1.31M in Q4 2025.
  • 721 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.