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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

PNR holding history

PENTAIR plc in every 13F filed by Portside Wealth Group, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2024
Holdings of PNR by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,511−100.0%Sold outHolders
Q1 20262,511$218.7K<0.1%−807−24.3%ReducedHolders
Q4 20253,318$345.5K<0.1%−522−13.6%ReducedHolders
Q3 20253,840$425.3K0.1%+196+5.4%AddedHolders
Q2 20253,644$374.1K0.1%+102+2.9%AddedHolders
Q1 20253,542$309.9K0.1%+269+8.2%AddedHolders
Q4 20243,273$329.4K0.1%+284+9.5%AddedHolders
Q3 20242,989$292.3K<0.1%+312+11.7%AddedHolders
Q2 20242,677$205.2K<0.1%+176+7.0%AddedHolders
Q1 20242,501$213.7K<0.1%+2,501NewHolders