BSW Wealth Partners

Position in PNR — PENTAIR plc

CIK 1512601 BOULDER, CO

Position in PNR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$261,257

-$76,816 QoQ

Shares Held

3,408

-12.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#472

of 715 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $4,274,190 across 7 Specialty Industrial Machinery names. PNR ranks #7 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,303	$1,530,842
2	DOV	DOVER Corp	4,394	$985,486
3	XYL	Xylem Inc.	3,444	$407,115
4	ITW	Illinois Tool Works Inc	1,418	$383,526
5	CMI	Cummins Inc	528	$376,574
6	ETN	Eaton Corp plc	773	$329,390
7	PNR	PENTAIR plc This page	3,408	$261,257

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,257	3,408	-12.2%	Shares	Sole	2026-07-15
2026-03-31	$338,073	3,881	+56.0%	Shares	Sole	2026-04-14
2025-12-31	$259,100	2,488	-15.4%	Shares	Sole	2026-01-23
2025-06-30	$302,025	2,942	-2.6%	Shares	Sole	2025-07-18
2025-03-31	$264,102	3,019	-1.1%	Shares	Sole	2025-04-24
2024-12-31	$307,253	3,053	+1.9%	Shares	Sole	2025-01-22
2024-09-30	$292,881	2,995	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$229,013	2,987	+4.3%	Shares	Sole	2024-07-16
2024-03-31	$244,785	2,865	-12.7%	Shares	Sole	2024-04-23
2023-12-31	$238,488	3,280	-4.4%	Shares	Sole	2024-01-25
2023-09-30	$222,222	3,432	-5.0%	Shares	Sole	2023-10-27
2023-06-30	$233,464	3,614	-0.7%	Shares	Sole	2023-08-11
2023-03-31	$201,182	3,640	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.