AAS
PNR icon

Annex Advisory Services’s Pentair PNR Stock Holding History

Annex Advisory Services’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
2026
Q2 		$345K Sell
4,506
-402
-8% -$31.8K 0.01% 289
2026
Q1 		$428K Sell
4,908
-80
-2% -$7.84K 0.01% 268
2025
Q4 		$519K Buy
4,988
+41
+0.8% +$4.38K 0.01% 246
2025
Q3 		$548K Sell
4,947
-393
-7% -$42K 0.01% 207
2025
Q2 		$548K Hold
5,340
– – 0.01% 210
2025
Q1 		$467K Sell
5,340
-29
-0.5% -$2.76K 0.01% 220
2024
Q4 		$540K Buy
5,369
+151
+3% +$15.5K 0.02% 204
2024
Q3 		$510K Sell
5,218
-19
-0.4% -$1.63K 0.02% 185
2024
Q2 		$402K Sell
5,237
-657
-11% -$52.9K 0.01% 201
2024
Q1 		$504K Buy
5,894
+73
+1% +$5.53K 0.02% 178
2023
Q4 		$423K Sell
5,821
-73
-1% -$4.71K 0.02% 187
2023
Q3 		$382K Hold
5,894
– – 0.02% 162
2023
Q2 		$381K Buy
5,894
+216
+4% +$12.4K 0.02% 167
2023
Q1 		$314K Hold
5,678
– – 0.02% 179
2022
Q4 		$255K Buy
5,678
+19
+0.3% +$826 0.01% 208
2022
Q3 		$230K Sell
5,659
-656
-10% -$30.4K 0.02% 206
2022
Q2 		$289K Buy
6,315
+656
+12% +$32.8K 0.02% 195
2022
Q1 		$307K Buy
5,659
+1,442
+34% +$87.2K 0.02% 194
2021
Q4 		$308K Buy
+4,217
New +$311K 0.02% 184
2014
Q3 		– Sell
-4,196
Closed -$203K – 91
2014
Q2 		$203K Sell
4,196
-305
-7% -$15.5K 0.07% 79
2014
Q1 		$240K Hold
4,501
– – 0.09% 70
2013
Q4 		$235K Buy
+4,501
New +$209K 0.09% 74

Other funds holding PNR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return