Avior Wealth Management’s Pentair PNR Stock Holding History

Avior 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
2026 Q2	$527K	Sell	6,871 -594	-8%	-$47K	0.01%	503
2026 Q1	$650K	Sell	7,465 -83	-1%	-$8.13K	0.02%	462
2025 Q4	$786K	Sell	7,548 -70	-0.9%	-$7.48K	0.02%	352
2025 Q3	$844K	Sell	7,618 -232	-3%	-$24.8K	0.03%	332
2025 Q2	$806K	Sell	7,850 -591	-7%	-$55.2K	0.03%	330
2025 Q1	$738K	Sell	8,441 -70	-0.8%	-$6.67K	0.03%	321
2024 Q4	$857K	Sell	8,511 -652	-7%	-$66.8K	0.03%	314
2024 Q3	$896K	Buy	9,163 +332	+4%	+$28.4K	0.04%	310
2024 Q2	$677K	Sell	8,831 -200	-2%	-$16.1K	0.03%	357
2024 Q1	$772K	Buy	9,031 +727	+9%	+$55.1K	0.04%	343
2023 Q4	$604K	Sell	8,304 -550	-6%	-$35.5K	0.04%	300
2023 Q3	$573K	Sell	8,854 -410	-4%	-$27.6K	0.04%	292
2023 Q2	$598K	Buy	9,264 +11	+0.1%	+$633	0.04%	295
2023 Q1	$511K	Buy	9,253 +643	+7%	+$34.2K	0.04%	339
2022 Q4	$387K	Buy	8,610 +4	+0%	+$174	0.03%	359
2022 Q3	$349K	Sell	8,606 -294	-3%	-$13.6K	0.03%	355
2022 Q2	$407K	Buy	8,900 +5	+0.1%	+$250	0.04%	294
2022 Q1	$482K	Buy	8,895 +4	+0%	+$242	0.04%	301
2021 Q4	$649K	Sell	8,891 -7,706	-46%	-$568K	0.05%	273
2021 Q3	$1.21M	Buy	16,597 +15,421	+1,311%	+$1.15M	0.1%	157
2021 Q2	$79K	Buy	1,176 +3	+0.3%	+$198	0.01%	491
2021 Q1	$73K	Buy	1,173 +1	+0.1%	+$57	0.01%	495
2020 Q4	$62K	Buy	1,172 +8	+0.7%	+$410	0.01%	472
2020 Q3	$53K	Buy	1,164 +4	+0.3%	+$174	0.01%	497
2020 Q2	$44K	Buy	+1,160	New	+$40.8K	0.01%	497

Other funds holding PNR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return