Position in PNR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$767,366
-$47,983 QoQ
Shares Held
10,010
+6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#315
of 711 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in PNR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026United Asset Strategies, Inc. holds $40,821,767 across 9 Specialty Industrial Machinery names. PNR ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
20,513 | $20,064,175 | |
| 2 | ETN |
Eaton Corp plc
|
32,660 | $13,917,079 | |
| 3 | ITW |
Illinois Tool Works Inc
|
10,051 | $2,718,493 | |
| 4 | EMR |
Emerson Electric Co
|
6,971 | $997,898 | |
| 5 | NDSN |
Nordson Corp
|
3,235 | $975,967 | |
| 6 | PNR |
PENTAIR plc
This page
|
10,010 | $767,366 | |
| 7 | AOS |
Smith A O Corp
|
11,424 | $716,513 | |
| 8 | GEV |
GE Vernova Inc.
|
321 | $377,130 |
All Filings in PNR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,366 | 10,010 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $815,349 | 9,360 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $913,620 | 8,773 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $964,941 | 8,712 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $916,548 | 8,928 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $860,803 | 9,840 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,002,776 | 9,964 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,004,890 | 10,276 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $818,605 | 10,677 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,053,475 | 12,330 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $907,711 | 12,484 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $754,208 | 11,648 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $734,049 | 11,363 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $603,714 | 10,923 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $449,934 | 10,003 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $378,712 | 9,321 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $390,463 | 8,531 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||