UAS
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United Asset Strategies’s Pentair PNR Stock Holding History

United Asset Strategies’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 		$767K Buy
10,010
+650
+7% +$51.4K 0.05% 173
2026
Q1 		$815K Buy
9,360
+587
+7% +$57.5K 0.06% 158
2025
Q4 		$914K Buy
8,773
+61
+0.7% +$6.51K 0.07% 154
2025
Q3 		$965K Sell
8,712
-216
-2% -$23.1K 0.08% 149
2025
Q2 		$917K Sell
8,928
-912
-9% -$85.2K 0.08% 148
2025
Q1 		$861K Sell
9,840
-124
-1% -$11.8K 0.08% 156
2024
Q4 		$1M Sell
9,964
-312
-3% -$32K 0.09% 135
2024
Q3 		$1M Sell
10,276
-401
-4% -$34.3K 0.09% 140
2024
Q2 		$819K Sell
10,677
-1,653
-13% -$133K 0.08% 146
2024
Q1 		$1.05M Sell
12,330
-154
-1% -$11.7K 0.11% 141
2023
Q4 		$908K Buy
12,484
+836
+7% +$53.9K 0.1% 145
2023
Q3 		$754K Buy
11,648
+285
+3% +$19.2K 0.1% 144
2023
Q2 		$734K Buy
11,363
+440
+4% +$25.3K 0.09% 148
2023
Q1 		$604K Buy
10,923
+920
+9% +$48.9K 0.08% 162
2022
Q4 		$450K Buy
10,003
+682
+7% +$29.6K 0.06% 183
2022
Q3 		$379K Buy
9,321
+790
+9% +$36.6K 0.06% 167
2022
Q2 		$390K Buy
+8,531
New +$427K 0.06% 166

Other funds holding PNR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

United Asset Strategies's PNR Position: Q2 2026 in Review

United Asset Strategies increased its Pentair (PNR) stake by 6.9% in Q2 2026, buying an estimated $51.4K and bringing the position to 10,010 shares worth $767K. The position accounts for 0.05% of the portfolio, ranked #173.

United Asset Strategies first reported a position in PNR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2024. 81 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • United Asset Strategies held 10,010 shares of Pentair worth $767K as of Q2 2026.
  • United Asset Strategies bought 650 Pentair shares in Q2 2026, an estimated $51.4K.
  • Pentair made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #173 holding.
  • United Asset Strategies first reported a position in Pentair in Q2 2022 and has held it in 17 quarters since.
  • United Asset Strategies's Pentair position peaked at $1.05M in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.