SWM
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Spire Wealth Management’s Pentair PNR Stock Holding History

Spire 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 		$1.53K Sell
20
-1
-5% -$79 ﹤0.01% 2058
2026
Q1 		$1.83K Sell
21
-22
-51% -$2.16K ﹤0.01% 2056
2025
Q4 		$4.5K Sell
43
-54
-56% -$5.77K ﹤0.01% 1937
2025
Q3 		$10.7K Sell
97
-3
-3% -$320 ﹤0.01% 1722
2025
Q2 		$10.3K Sell
100
-16,328
-99% -$1.52M ﹤0.01% 1713
2025
Q1 		$1.44M Buy
16,428
+15,793
+2,487% +$1.51M 0.05% 326
2024
Q4 		$63.9K Buy
+635
New +$65.1K ﹤0.01% 1192
2022
Q2 		– Sell
-139
Closed -$8K – 2800
2022
Q1 		$8K Sell
139
-184
-57% -$11.1K ﹤0.01% 2119
2021
Q4 		$24K Buy
323
+166
+106% +$12.2K ﹤0.01% 2055
2021
Q3 		$11K Hold
157
– – ﹤0.01% 2072
2021
Q2 		$11K Sell
157
-130
-45% -$8.6K ﹤0.01% 2084
2021
Q1 		$18K Buy
+287
New +$16.5K ﹤0.01% 2195

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

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

Spire Wealth Management reduced its Pentair (PNR) stake by 4.8% in Q2 2026, selling an estimated $79 and leaving 20 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Spire Wealth Management first reported a position in PNR in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.44M in Q1 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Spire Wealth Management held 20 shares of Pentair worth $1.53K as of Q2 2026.
  • Spire Wealth Management sold 1 Pentair share in Q2 2026, an estimated $79.
  • Pentair made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2058 holding.
  • Spire Wealth Management first reported a position in Pentair in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's Pentair position peaked at $1.44M in Q1 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.