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Sowell Financial Services’s Pentair PNR Stock Holding History

Sowell Financial Services’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
-2,394
Closed -$249K – 1176
2025
Q4 		$249K Buy
2,394
+305
+15% +$32.6K 0.01% 909
2025
Q3 		$231K Buy
2,089
+85
+4% +$9.07K 0.01% 933
2025
Q2 		$206K Buy
+2,004
New +$187K 0.01% 961
2021
Q2 		– Sell
-290
Closed -$20K – 2128
2021
Q1 		$20K Sell
290
-11
-4% -$631 ﹤0.01% 2065
2020
Q4 		$16K Buy
301
+1
+0.3% +$51 ﹤0.01% 1838
2020
Q3 		$14K Sell
300
-37
-11% -$1.61K ﹤0.01% 1700
2020
Q2 		$13K Sell
337
-65
-16% -$2.29K ﹤0.01% 1603
2020
Q1 		$12K Sell
402
-52
-11% -$2.09K ﹤0.01% 1562
2019
Q4 		$21K Sell
454
-38
-8% -$1.6K ﹤0.01% 1428
2019
Q3 		$19K Buy
+492
New +$18.3K ﹤0.01% 1300

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 $3.38T 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
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

Sowell Financial Services's PNR Position: Q1 2026 in Review

Sowell Financial Services sold out of Pentair (PNR) in Q1 2026, closing a stake of 2,394 shares — an estimated $249K sold.

Sowell Financial Services first reported a position in PNR in Q3 2019 and held it in 10 quarters. The position peaked at $249K in Q4 2025. 741 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • Sowell Financial Services reported no remaining Pentair position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 2,394 Pentair shares in Q1 2026, an estimated $249K.
  • Sowell Financial Services first reported a position in Pentair in Q3 2019 and held it in 10 quarters.
  • Sowell Financial Services's Pentair position peaked at $249K in Q4 2025.
  • 741 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.