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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

PNR holding history

PENTAIR plc in every 13F filed by Lifeworks 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)
50,229
Value
$3.85M
% of portfolio
0.4%
Quarters held
9
Since Q2 2024
Holdings of PNR by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,229$3.85M0.4%+4,162+9.0%AddedHolders
Q1 202646,067$4.01M0.5%+6,823+17.4%AddedHolders
Q4 202539,244$4.09M0.5%+31,587+412.5%AddedHolders
Q3 20257,657$848.1K0.1%+1,947+34.1%AddedHolders
Q2 20255,710$586.2K0.1%−24,377−81.0%ReducedHolders
Q1 202530,087$2.63M0.4%+3,688+14.0%AddedHolders
Q4 202426,399$2.66M0.5%+6,923+35.5%AddedHolders
Q3 202419,476$1.90M0.4%−1,011−4.9%ReducedHolders
Q2 202420,487$1.57M0.4%+20,487NewHolders