Atria Wealth Solutions’s Pentair PNR Stock Holding History

Atria Wealth Solutions’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	-4,150	Closed	-$418K	–	2038
2024 Q4	$418K	Buy	4,150 +1,986	+92%	+$204K	﹤0.01%	1364
2024 Q3	$212K	Buy	+2,164	New	+$185K	﹤0.01%	1754

Other funds holding PNR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's PNR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Pentair (PNR) in Q1 2025, closing a stake of 4,150 shares — an estimated $418K sold.

Atria Wealth Solutions first reported a position in PNR in Q3 2024 and held it in 2 quarters. The position peaked at $418K in Q4 2024. 727 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

Atria Wealth Solutions reported no remaining Pentair position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 4,150 Pentair shares in Q1 2025, an estimated $418K.
Atria Wealth Solutions first reported a position in Pentair in Q3 2024 and held it in 2 quarters.
Atria Wealth Solutions's Pentair position peaked at $418K in Q4 2024.
727 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.