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Twin Peaks Wealth Advisors’s Pentair PNR Stock Holding History

Twin Peaks Wealth Advisors’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 		$17.2K Buy
+198
New +$19.4K ﹤0.01% 785
2025
Q3 		– Sell
-204
Closed -$21.7K – 1581
2025
Q2 		$21.7K Buy
+204
New +$19K 0.01% 576

Other funds holding PNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Twin Peaks Wealth Advisors's PNR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Pentair (PNR) in Q1 2026: 198 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PNR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PNR in Q2 2025 and has held it in 2 quarters since. The position peaked at $21.7K in Q2 2025. 736 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 198 shares of Pentair worth $17.2K as of Q1 2026.
  • Pentair was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Pentair made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #785 holding.
  • Twin Peaks Wealth Advisors first reported a position in Pentair in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Pentair position peaked at $21.7K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.