SWM
PNR icon

SHP Wealth Management’s Pentair PNR Stock Holding History

SHP Wealth Management’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 		$11.6K Sell
151
-39
-21% -$3.08K ﹤0.01% 923
2026
Q1 		$16.6K Buy
190
+23
+14% +$2.25K ﹤0.01% 776
2025
Q4 		$17.4K Buy
+167
New +$17.8K ﹤0.01% 716

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 $3.38T AUM 44.17% 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

SHP Wealth Management's PNR Position: Q2 2026 in Review

SHP Wealth Management reduced its Pentair (PNR) stake by 21% in Q2 2026, selling an estimated $3.08K and leaving 151 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

SHP Wealth Management first reported a position in PNR in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.4K in Q4 2025. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • SHP Wealth Management held 151 shares of Pentair worth $11.6K as of Q2 2026.
  • SHP Wealth Management sold 39 Pentair shares in Q2 2026, an estimated $3.08K.
  • Pentair made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #923 holding.
  • SHP Wealth Management first reported a position in Pentair in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Pentair position peaked at $17.4K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.