Outlook Wealth Advisors, LLC

Position in PNR — PENTAIR plc

CIK 1767151 SHENANDOAH, TX

Position in PNR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$205,525

-$22,964 QoQ

Shares Held

2,681

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#499

of 711 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $2,337,307 across 6 Specialty Industrial Machinery names. PNR ranks #6 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	2,018	$859,910
2	PH	Parker-Hannifin Corp	399	$390,269
3	ITW	Illinois Tool Works Inc	1,353	$365,945
4	GGG	Graco Inc	4,083	$308,715
5	ROK	Rockwell Automation, Inc	418	$206,943
6	PNR	PENTAIR plc This page	2,681	$205,525

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,525	2,681	+2.2%	Shares	Sole	2026-08-03
2026-03-31	$228,489	2,623	+0.7%	Shares	Sole	2026-04-17
2025-12-31	$271,284	2,605	+0.9%	Shares	Sole	2026-02-11
2025-09-30	$285,982	2,582	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.