TWD
PNR icon

True Wealth Design’s Pentair PNR Stock Holding History

True Wealth Design’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 		$26.1K Buy
341
+305
+847% +$24.1K 0.01% 720
2026
Q1 		$3.14K Sell
36
-552
-94% -$54.1K ﹤0.01% 1383
2025
Q4 		$61.2K Sell
588
-125
-18% -$13.3K 0.02% 283
2025
Q3 		$79K Buy
713
+627
+729% +$66.9K 0.02% 215
2025
Q2 		$8.83K Buy
86
+48
+126% +$4.48K ﹤0.01% 623
2025
Q1 		$3.33K Sell
38
-664
-95% -$63.3K ﹤0.01% 818
2024
Q4 		$70.7K Buy
702
+65
+10% +$6.66K 0.03% 110
2024
Q3 		$62.3K Buy
637
+623
+4,450% +$53.3K 0.02% 101
2024
Q2 		$1.07K Buy
14
+3
+27% +$242 ﹤0.01% 497
2024
Q1 		$940 Buy
11
+5
+83% +$379 ﹤0.01% 483
2023
Q4 		$437 Hold
6
– – ﹤0.01% 500
2023
Q3 		$389 Hold
6
– – ﹤0.01% 484
2023
Q2 		$388 Hold
6
– – ﹤0.01% 507
2023
Q1 		$332 Hold
6
– – ﹤0.01% 624
2022
Q4 		$270 Buy
+6
New +$261 ﹤0.01% 607

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 $413B AUM 44.57% 1-Year Est. Return

True Wealth Design's PNR Position: Q2 2026 in Review

True Wealth Design increased its Pentair (PNR) stake by 847% in Q2 2026, buying an estimated $24.1K and bringing the position to 341 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #720.

True Wealth Design first reported a position in PNR in Q4 2022 and has held it in 15 quarters since. The position peaked at $79K in Q3 2025. 720 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • True Wealth Design held 341 shares of Pentair worth $26.1K as of Q2 2026.
  • True Wealth Design bought 305 Pentair shares in Q2 2026, an estimated $24.1K.
  • Pentair made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #720 holding.
  • True Wealth Design first reported a position in Pentair in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Pentair position peaked at $79K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.