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Turning Point Benefit Group’s Pentair PNR Stock Holding History

Turning Point Benefit Group’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 		$474K Buy
6,180
+1,240
+25% +$98.1K 0.2% 69
2026
Q1 		$427K Buy
4,940
+37
+0.8% +$3.63K 0.27% 63
2025
Q4 		$511K Sell
4,903
-2,495
-34% -$266K 0.27% 56
2025
Q3 		$817K Buy
7,398
+821
+12% +$87.7K 0.49% 42
2025
Q2 		$652K Buy
+6,577
New +$614K 0.49% 42

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

Turning Point Benefit Group's PNR Position: Q2 2026 in Review

Turning Point Benefit Group increased its Pentair (PNR) stake by 25% in Q2 2026, buying an estimated $98.1K and bringing the position to 6,180 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #69.

Turning Point Benefit Group first reported a position in PNR in Q2 2025 and has held it in 5 quarters since. The position peaked at $817K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Turning Point Benefit Group held 6,180 shares of Pentair worth $474K as of Q2 2026.
  • Turning Point Benefit Group bought 1,240 Pentair shares in Q2 2026, an estimated $98.1K.
  • Pentair made up 0.2% of Turning Point Benefit Group's portfolio in Q2 2026, its #69 holding.
  • Turning Point Benefit Group first reported a position in Pentair in Q2 2025 and has held it in 5 quarters since.
  • Turning Point Benefit Group's Pentair position peaked at $817K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.