Berry Wealth Group’s Pentair PNR Stock Holding History

Berry Wealth Group’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 Q3	–	Sell	-3,411	Closed	-$350K	–	88
2025 Q2	$350K	Buy	3,411 +362	+12%	+$33.8K	0.25%	58
2025 Q1	$267K	Buy	+3,049	New	+$291K	0.21%	75

Other funds holding PNR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berry Wealth Group's PNR Position: Q3 2025 in Review

Berry Wealth Group sold out of Pentair (PNR) in Q3 2025, closing a stake of 3,411 shares — an estimated $350K sold.

Berry Wealth Group first reported a position in PNR in Q1 2025 and held it in 2 quarters. The position peaked at $350K in Q2 2025. 765 funds tracked by Wall St. Rank hold PNR as of Q3 2025.

Berry Wealth Group reported no remaining Pentair position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 3,411 Pentair shares in Q3 2025, an estimated $350K.
Berry Wealth Group first reported a position in Pentair in Q1 2025 and held it in 2 quarters.
Berry Wealth Group's Pentair position peaked at $350K in Q2 2025.
765 funds tracked by Wall St. Rank held Pentair as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.