AWA
PNR icon

Arkadios Wealth Advisors’s Pentair PNR Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$342K Buy
3,928
+115
+3% +$11.3K 0.01% 1295
2025
Q4 		$397K Sell
3,813
-2,254
-37% -$241K 0.01% 1124
2025
Q3 		$672K Buy
+6,067
New +$648K 0.02% 816
2022
Q1 		– Sell
-3,753
Closed -$274K – 621
2021
Q4 		$274K Sell
3,753
-6,621
-64% -$488K 0.04% 472
2021
Q3 		$753K Buy
10,374
+10,202
+5,931% +$761K 0.11% 214
2021
Q2 		$11K Buy
172
+99
+136% +$6.55K ﹤0.01% 1510
2021
Q1 		$4K Buy
+73
New +$4.19K ﹤0.01% 1424
2020
Q2 		– Sell
-13
Closed -$387 – 1094
2020
Q1 		$387 Sell
13
-38
-75% -$1.53K ﹤0.01% 1027
2019
Q4 		$2.28K Buy
+51
New +$2.15K ﹤0.01% 808

Other funds holding PNR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return