Position in PNR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$11,934
-$2,333 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $2,238,498 across 12 Specialty Industrial Machinery names. PNR ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
12,067 | $1,581,018 | |
| 2 | GGG |
Graco Inc
|
3,368 | $285,101 | |
| 3 | ITW |
Illinois Tool Works Inc
|
674 | $175,435 | |
| 4 | OTIS |
Otis Worldwide Corp
|
1,011 | $77,927 | |
| 5 | PH |
Parker-Hannifin Corp
|
80 | $71,619 | |
| 6 | PNR |
PENTAIR plc
This page
|
137 | $11,934 | |
| 7 | AME |
Ametek Inc/
|
42 | $9,003 | |
| 8 | ETN |
Eaton Corp plc
|
25 | $8,941 |
All Filings in PNR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,934 | 137 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,267 | 137 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,174 | 137 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $14,064 | 137 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,984 | 137 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||