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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
Q2 		– Sell
-198
Closed -$17.2K – 1662
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 $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

Twin Peaks Wealth Advisors's PNR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pentair (PNR) in Q2 2026, closing a stake of 198 shares — an estimated $17.2K sold.

Twin Peaks Wealth Advisors first reported a position in PNR in Q2 2025 and held it in 2 quarters. The position peaked at $21.7K in Q2 2025. 726 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 198 Pentair shares in Q2 2026, an estimated $17.2K.
  • Twin Peaks Wealth Advisors first reported a position in Pentair in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Pentair position peaked at $21.7K in Q2 2025.
  • 726 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.