Bell Investment Advisors’s Pentair PNR Stock Holding History

Bell Investment 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	$9.93K	Hold	114	–	–	﹤0.01%	682
2025 Q4	$11.9K	Sell	114 -5	-4%	-$534	﹤0.01%	629
2025 Q3	$13.2K	Hold	119	–	–	﹤0.01%	545
2025 Q2	$12.2K	Hold	119	–	–	﹤0.01%	602
2025 Q1	$10.4K	Hold	119	–	–	﹤0.01%	587
2024 Q4	$12K	Sell	119 -27	-18%	-$2.77K	﹤0.01%	535
2024 Q3	$14.3K	Hold	146	–	–	﹤0.01%	493
2024 Q2	$11.2K	Buy	146 +46	+46%	+$3.71K	﹤0.01%	570
2024 Q1	$8.54K	Sell	100 -7	-7%	-$531	﹤0.01%	659
2023 Q4	$7.78K	Buy	107 +31	+41%	+$2K	﹤0.01%	655
2023 Q3	$4.92K	Sell	76 -15	-16%	-$1.01K	﹤0.01%	812
2023 Q2	$5.88K	Sell	91 -36	-28%	-$2.07K	﹤0.01%	732
2023 Q1	$7.02K	Buy	127 +9	+8%	+$478	﹤0.01%	620
2022 Q4	$5.31K	Buy	118 +12	+11%	+$522	﹤0.01%	776
2022 Q3	$4K	Buy	106 +51	+93%	+$2.37K	﹤0.01%	824
2022 Q2	$3K	Buy	+55	New	+$2.75K	﹤0.01%	1003
2021 Q4	$5K	Buy	73 +35	+92%	+$2.58K	﹤0.01%	791
2021 Q3	$3K	Buy	+38	New	+$2.83K	﹤0.01%	958

Other funds holding PNR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

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