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Whipplewood Advisors’s Pentair PNR Stock Holding History

Whipplewood 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 		$613 Sell
8
-25
-76% -$1.98K ﹤0.01% 595
2026
Q1 		$2.88K Buy
+33
New +$3.23K ﹤0.01% 710
2025
Q3 		– Sell
-39
Closed -$4K – 937
2025
Q2 		$4K Sell
39
-1
-3% -$93 ﹤0.01% 740
2025
Q1 		$2.89K Buy
40
+7
+21% +$667 ﹤0.01% 813
2024
Q4 		$3.32K Buy
+33
New +$3.38K ﹤0.01% 779

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

Whipplewood Advisors's PNR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Pentair (PNR) stake by 76% in Q2 2026, selling an estimated $1.98K and leaving 8 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Whipplewood Advisors first reported a position in PNR in Q4 2024 and has held it in 5 quarters since. The position peaked at $4K in Q2 2025. 720 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Whipplewood Advisors held 8 shares of Pentair worth $613 as of Q2 2026.
  • Whipplewood Advisors sold 25 Pentair shares in Q2 2026, an estimated $1.98K.
  • Pentair made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #595 holding.
  • Whipplewood Advisors first reported a position in Pentair in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Pentair position peaked at $4K in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.