AWM
PNR icon

Accredited Wealth Management’s Pentair PNR Stock Holding History

Accredited Wealth Management’s Portfolio PNR Stock Details PNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$202 – 408
2024
Q4 		$202 Buy
+2
New +$205 ﹤0.01% 350

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's PNR Position: Q1 2025 in Review

Accredited Wealth Management sold out of Pentair (PNR) in Q1 2025, closing a stake of 2 shares — an estimated $202 sold.

Accredited Wealth Management first reported a position in PNR in Q4 2024 and held it in 1 quarter. The position peaked at $202 in Q4 2024. 725 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

  • Accredited Wealth Management reported no remaining Pentair position as of Q1 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 2 Pentair shares in Q1 2025, an estimated $202.
  • Accredited Wealth Management first reported a position in Pentair in Q4 2024 and held it in 1 quarter.
  • Accredited Wealth Management's Pentair position peaked at $202 in Q4 2024.
  • 725 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on Accredited Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.