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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PNR holding history

PENTAIR plc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNR overviewAll 13F holders of PNRFull Q2 2026 holdings

Shares (Q2 2026)
108,379
Value
$8.31M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,379$8.31M<0.1%+48,891+82.2%AddedHolders
Q1 202659,488$5.18M<0.1%+21,157+55.2%AddedHolders
Q4 202538,331$3.99M<0.1%−7,412−16.2%ReducedHolders
Q3 202545,743$5.07M<0.1%+20,674+82.5%AddedHolders
Q2 202525,069$2.57M<0.1%+4,543+22.1%AddedHolders
Q1 202520,526$1.80M<0.1%+509+2.5%AddedHolders
Q4 202420,017$2.01M<0.1%+2,837+16.5%AddedHolders
Q3 202417,180$1.68M<0.1%+1,519+9.7%AddedHolders
Q2 202415,661$1.20M<0.1%+578+3.8%AddedHolders
Q1 202415,083$1.29M<0.1%+993+7.0%AddedHolders
Q4 202314,090$1.02M<0.1%+112+0.8%AddedHolders
Q3 202313,978$905.1K<0.1%+125+0.9%AddedHolders
Q2 202313,853$894.9K<0.1%+629+4.8%AddedHolders
Q1 202313,224$730.9K<0.1%+655+5.2%AddedHolders
Q4 202212,569$565.4K<0.1%+855+7.3%AddedHolders
Q3 202211,714$476.0K<0.1%+356+3.1%AddedHolders
Q2 202211,358$520.0K<0.1%−996−8.1%ReducedHolders
Q1 202212,354$669.0K<0.1%+184+1.5%AddedHolders
Q4 202112,170$889.0K<0.1%+6,285+106.8%AddedHolders
Q3 20215,885$427.0K<0.1%+54+0.9%AddedHolders
Q2 20215,831$394.0K<0.1%−929−13.7%ReducedHolders
Q1 20216,760$421.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.