Steward Partners Investment Advisory’s Pentair PNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$49K Sell
563
-2,330
-81% -$228K ﹤0.01% 2793
2025
Q4
$301K Buy
2,893
+1,121
+63% +$120K ﹤0.01% 1711
2025
Q3
$196K Buy
1,772
+1,452
+454% +$155K ﹤0.01% 1883
2025
Q2
$32.8K Sell
320
-6
-2% -$560 ﹤0.01% 2682
2025
Q1
$28.5K Buy
326
+1
+0.3% +$95 ﹤0.01% 2653
2024
Q4
$32.8K Hold
325
﹤0.01% 2556
2024
Q3
$31.8K Buy
325
+30
+10% +$2.57K ﹤0.01% 2453
2024
Q2
$22.6K Sell
295
-118
-29% -$9.51K ﹤0.01% 2471
2024
Q1
$35.3K Buy
413
+119
+40% +$9.02K ﹤0.01% 2274
2023
Q4
$21.4K Buy
294
+1
+0.3% +$65 ﹤0.01% 2373
2023
Q3
$19K Sell
293
-2
-0.7% -$135 ﹤0.01% 2333
2023
Q2
$19K Sell
295
-173
-37% -$9.96K ﹤0.01% 2313
2023
Q1
$25.9K Buy
468
+55
+13% +$2.92K ﹤0.01% 2142
2022
Q4
$18.6K Sell
413
-8
-2% -$348 ﹤0.01% 2263
2022
Q3
$17K Sell
421
-7
-2% -$325 ﹤0.01% 2296
2022
Q2
$20K Sell
428
-195
-31% -$9.76K ﹤0.01% 2229
2022
Q1
$34K Buy
623
+231
+59% +$14K ﹤0.01% 2113
2021
Q4
$29K Buy
392
+1
+0.3% +$74 ﹤0.01% 2166
2021
Q3
$28K Sell
391
-34
-8% -$2.54K ﹤0.01% 2175
2021
Q2
$29K Sell
425
-824
-66% -$54.5K ﹤0.01% 4312
2021
Q1
$77.8K Buy
1,249
+266
+27% +$15.3K ﹤0.01% 1757
2020
Q4
$52K Sell
983
-33
-3% -$1.69K ﹤0.01% 1659
2020
Q3
$47K Sell
1,016
-159
-14% -$6.92K ﹤0.01% 1529
2020
Q2
$45K Buy
1,175
+806
+218% +$28.4K ﹤0.01% 1459
2020
Q1
$10K Sell
369
-600
-62% -$24.1K ﹤0.01% 1867
2019
Q4
$44K Sell
969
-416
-30% -$17.6K ﹤0.01% 1459
2019
Q3
$52K Sell
1,385
-370
-21% -$13.8K ﹤0.01% 1332
2019
Q2
$65K Buy
+1,755
New +$66.6K ﹤0.01% 1237
2018
Q4
Sell
-2,297
Closed -$100K 1774
2018
Q3
$100K Buy
2,297
+1,177
+105% +$51.1K ﹤0.01% 932
2018
Q2
$47K Sell
1,120
-394
-26% -$17.7K ﹤0.01% 1124
2018
Q1
$69K Buy
+1,514
New +$72.1K ﹤0.01% 884

Other funds holding PNR

Steward Partners Investment Advisory's PNR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Pentair (PNR) stake by 81% in Q1 2026, selling an estimated $228K and leaving 563 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Steward Partners Investment Advisory first reported a position in PNR in Q1 2018 and has held it in 31 quarters since. The position peaked at $301K in Q4 2025. 737 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • Steward Partners Investment Advisory held 563 shares of Pentair worth $49K as of Q1 2026.
  • Steward Partners Investment Advisory sold 2,330 Pentair shares in Q1 2026, an estimated $228K.
  • Pentair made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2793 holding.
  • Steward Partners Investment Advisory first reported a position in Pentair in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Pentair position peaked at $301K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.