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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PNR holding history

PENTAIR plc in every 13F filed by EverSource Wealth Advisors, LLC, 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)
2,884
Value
$221.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PNR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,884$221.1K<0.1%−1,142−28.4%ReducedHolders
Q1 20264,026$350.7K<0.1%−1,736−30.1%ReducedHolders
Q4 20255,762$600.0K<0.1%−183−3.1%ReducedHolders
Q3 20255,945$658.5K<0.1%+1,138+23.7%AddedHolders
Q2 20254,807$493.5K<0.1%+2,230+86.5%AddedHolders
Q1 20252,577$225.4K<0.1%+121+4.9%AddedHolders
Q4 20242,456$247.1K<0.1%+826+50.7%AddedHolders
Q3 20241,630$159.4K<0.1%+294+22.0%AddedHolders
Q2 20241,336$117.4K<0.1%+290+27.7%AddedHolders
Q1 20241,046$82.8K<0.1%+170+19.4%AddedHolders
Q4 2023876$63.6K<0.1%+173+24.6%AddedHolders
Q3 2023703$45.5K<0.1%+271+62.7%AddedHolders
Q2 2023432$27.9K<0.1%+137+46.4%AddedHolders
Q1 2023295$16.3K<0.1%+184+165.8%AddedHolders
Q4 2022111$5.00K<0.1%+18+19.4%AddedHolders
Q3 202293$4.00K<0.1%−81−46.6%ReducedHolders
Q2 2022174$8.00K<0.1%+95+120.3%AddedHolders
Q1 202279$5.00K<0.1%+50+172.4%AddedHolders
Q4 202129$2.00K<0.1%–No prior filingHolders