AllSquare Wealth Management’s Pentair PNR Stock Holding History

AllSquare 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 Q3	$6.2K	Hold	56	–	–	﹤0.01%	419
2025 Q2	$5.75K	Hold	56	–	–	﹤0.01%	425
2025 Q1	$4.9K	Hold	56	–	–	﹤0.01%	434
2024 Q4	$5.64K	Hold	56	–	–	﹤0.01%	425
2024 Q3	$5.48K	Hold	56	–	–	﹤0.01%	426
2024 Q2	$4.29K	Hold	56	–	–	﹤0.01%	436
2024 Q1	$4.79K	Hold	56	–	–	﹤0.01%	426
2023 Q4	$4.07K	Hold	56	–	–	﹤0.01%	439
2023 Q3	$3.63K	Hold	56	–	–	﹤0.01%	443
2023 Q2	$3.2K	Hold	56	–	–	﹤0.01%	461
2023 Q1	$3.1K	Hold	56	–	–	﹤0.01%	456
2022 Q4	$2.52K	Hold	56	–	–	﹤0.01%	452
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	460
2022 Q2	$3K	Hold	56	–	–	﹤0.01%	447
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	452
2021 Q4	$4K	Hold	56	–	–	﹤0.01%	435
2021 Q3	$4K	Hold	56	–	–	﹤0.01%	424
2021 Q2	$4K	Hold	56	–	–	﹤0.01%	441
2021 Q1	$3K	Hold	56	–	–	﹤0.01%	446
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	409
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	411
2020 Q2	$2K	Hold	56	–	–	﹤0.01%	431
2020 Q1	$2K	Hold	56	–	–	﹤0.01%	411
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	402
2019 Q3	$2K	Hold	56	–	–	﹤0.01%	417
2019 Q2	$2K	Hold	56	–	–	﹤0.01%	428
2019 Q1	$2K	Hold	56	–	–	﹤0.01%	434
2018 Q4	$2K	Hold	56	–	–	﹤0.01%	425
2018 Q3	$2K	Hold	56	–	–	﹤0.01%	444
2018 Q2	$2K	Buy	+56	New	+$2.52K	﹤0.01%	453

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's PNR Position: Q3 2025 in Review

AllSquare Wealth Management held its Pentair (PNR) position steady in Q3 2025 at 56 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

AllSquare Wealth Management first reported a position in PNR in Q2 2018 and has held it in 30 quarters since. 765 funds tracked by Wall St. Rank hold PNR as of Q3 2025.

AllSquare Wealth Management held 56 shares of Pentair worth $6.2K as of Q3 2025.
AllSquare Wealth Management left its Pentair share count unchanged in Q3 2025.
Pentair made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #419 holding.
AllSquare Wealth Management first reported a position in Pentair in Q2 2018 and has held it in 30 quarters since.
765 funds tracked by Wall St. Rank held Pentair as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.