SOA Wealth Advisors’s Pentair PNR Stock Holding History

SOA Wealth 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	–	Sell	-2	Closed	-$185	–	935
2026 Q1	$185	Hold	2	–	–	﹤0.01%	811
2025 Q4	$220	Hold	2	–	–	﹤0.01%	807
2025 Q3	$233	Hold	2	–	–	﹤0.01%	830
2025 Q2	$216	Hold	2	–	–	﹤0.01%	818
2025 Q1	$183	Hold	2	–	–	﹤0.01%	830
2024 Q4	$211	Hold	2	–	–	﹤0.01%	819
2024 Q3	$204	Hold	2	–	–	﹤0.01%	792
2024 Q2	$160	Hold	2	–	–	﹤0.01%	808
2024 Q1	$177	Hold	2	–	–	﹤0.01%	854
2023 Q4	$150	Hold	2	–	–	﹤0.01%	857
2023 Q3	$133	Hold	2	–	–	﹤0.01%	893
2023 Q2	$133	Hold	2	–	–	﹤0.01%	895
2023 Q1	$113	Hold	2	–	–	﹤0.01%	929
2022 Q4	$92	Sell	2 -40	-95%	-$1.74K	﹤0.01%	946
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	793
2022 Q2	$1K	Sell	42 -51	-55%	-$2.55K	﹤0.01%	776
2022 Q1	$5K	Hold	93	–	–	﹤0.01%	693
2021 Q4	$6K	Hold	93	–	–	﹤0.01%	644
2021 Q3	$6K	Buy	93 +45	+94%	+$3.36K	﹤0.01%	666
2021 Q2	$3K	Buy	48 +3	+7%	+$198	﹤0.01%	734
2021 Q1	$2K	Sell	45 -4	-8%	-$229	﹤0.01%	723
2020 Q4	$2K	Buy	+49	New	+$2.51K	﹤0.01%	697

Other funds holding PNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

SOA Wealth Advisors's PNR Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Pentair (PNR) in Q2 2026, closing a stake of 2 shares — an estimated $185 sold.

SOA Wealth Advisors first reported a position in PNR in Q4 2020 and held it in 22 quarters. The position peaked at $6K in Q4 2021. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

SOA Wealth Advisors reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 2 Pentair shares in Q2 2026, an estimated $185.
SOA Wealth Advisors first reported a position in Pentair in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Pentair position peaked at $6K in Q4 2021.
723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.