AAS
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Avantax Advisory Services’s Pentair PNR Stock Holding History

Avantax 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
2025
Q2 		$485K Sell
4,724
-281
-6% -$26.2K ﹤0.01% 1597
2025
Q1 		$438K Buy
5,005
+55
+1% +$5.24K ﹤0.01% 1586
2024
Q4 		$498K Buy
4,950
+440
+10% +$45.1K ﹤0.01% 1448
2024
Q3 		$441K Buy
4,510
+297
+7% +$25.4K ﹤0.01% 1497
2024
Q2 		$323K Buy
4,213
+1,841
+78% +$148K ﹤0.01% 1645
2024
Q1 		$203K Buy
+2,372
New +$180K ﹤0.01% 1534

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
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

Avantax Advisory Services's PNR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Pentair (PNR) stake by 5.6% in Q2 2025, selling an estimated $26.2K and leaving 4,724 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Avantax Advisory Services first reported a position in PNR in Q1 2024 and has held it in 6 quarters since. The position peaked at $498K in Q4 2024. 739 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

  • Avantax Advisory Services held 4,724 shares of Pentair worth $485K as of Q2 2025.
  • Avantax Advisory Services sold 281 Pentair shares in Q2 2025, an estimated $26.2K.
  • Pentair made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1597 holding.
  • Avantax Advisory Services first reported a position in Pentair in Q1 2024 and has held it in 6 quarters since.
  • Avantax Advisory Services's Pentair position peaked at $498K in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.