PNR PENTAIR PLC

Ownership history in Whitcomb & Hess, Inc.  ·  18 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported PENTAIR PLC (PNR) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows PNR at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitcomb & Hess, Inc.'s position in PENTAIR PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PNR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitcomb & Hess, Inc. held PNR — position size vs. price
% of Fund (quarterly)    PNR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,193 0% 0.09% $365K 2026-04-08 $90.53
2025 Q4 UNCHANGED 4,193 0% 0.10% $433K 2026-01-14 $103.82
2025 Q3 UNCHANGED 4,193 0% 0.12% $464K 2025-10-09 $109.33
2025 Q2 UNCHANGED 4,193 0% 0.12% $430K 2025-07-03 $106.11
2025 Q1 UNCHANGED 4,193 0% 0.11% $367K 2025-04-08 $75.40
2024 Q4 UNCHANGED 4,193 0% 0.13% $422K 2025-01-22 $103.38
2024 Q3 UNCHANGED 4,193 0% 0.12% $410K 2024-10-02 $93.59
2024 Q2 UNCHANGED 4,193 0% 0.10% $321K 2024-07-11 $77.09
2024 Q1 UNCHANGED 4,193 0% 0.12% $358K 2024-04-15 $78.67
2023 Q4 UNCHANGED 4,193 0% 0.10% $305K 2024-01-17 $68.21
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, Inc. and PNR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitcomb & Hess, Inc. reported owning PNR?

Whitcomb & Hess, Inc. reported PNR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PNR position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for PNR was 0.13% in 2024 Q4.

What is the latest reported PNR position on this page?

The most recent filing on this page is 2026 Q1, when Whitcomb & Hess, Inc. reported 4,193 shares, equal to 0.09% of portfolio, with an estimated market value of $365K.

What does the chart on this PNR ownership page compare?

The chart compares Whitcomb & Hess, Inc.'s quarterly PNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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