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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHP Wealth Management's PNR Position: Q1 2026 in Review

SHP Wealth Management increased its Pentair (PNR) stake by 14% in Q1 2026, buying an estimated $2.25K and bringing the position to 190 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

SHP Wealth Management first reported a position in PNR in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.4K in Q4 2025. 739 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • SHP Wealth Management held 190 shares of Pentair worth $16.6K as of Q1 2026.
  • SHP Wealth Management bought 23 Pentair shares in Q1 2026, an estimated $2.25K.
  • Pentair made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #776 holding.
  • SHP Wealth Management first reported a position in Pentair in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Pentair position peaked at $17.4K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.