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Wilkerson Advisory Group’s Pentair PNR Stock Holding History

Wilkerson Advisory 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 		$10.9K Hold
142
– – ﹤0.01% 412
2026
Q1 		$12.4K Hold
142
– – ﹤0.01% 369
2025
Q4 		$14.8K Buy
+142
New +$15.2K 0.01% 280

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's PNR Position: Q2 2026 in Review

Wilkerson Advisory Group held its Pentair (PNR) position steady in Q2 2026 at 142 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Wilkerson Advisory Group first reported a position in PNR in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q4 2025. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Wilkerson Advisory Group held 142 shares of Pentair worth $10.9K as of Q2 2026.
  • Wilkerson Advisory Group left its Pentair share count unchanged in Q2 2026.
  • Pentair made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #412 holding.
  • Wilkerson Advisory Group first reported a position in Pentair in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Pentair position peaked at $14.8K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.