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Capital A Wealth Management’s Pentair PNR Stock Holding History

Capital A 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
2025
Q2 		– Sell
-193
Closed -$16.9K – 740
2025
Q1 		$16.9K Sell
193
-17
-8% -$1.62K 0.02% 243
2024
Q4 		$21.1K Buy
+210
New +$21.5K 0.04% 227

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital A Wealth Management's PNR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Pentair (PNR) in Q2 2025, closing a stake of 193 shares — an estimated $16.9K sold.

Capital A Wealth Management first reported a position in PNR in Q4 2024 and held it in 2 quarters. The position peaked at $21.1K in Q4 2024. 739 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Pentair position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 193 Pentair shares in Q2 2025, an estimated $16.9K.
  • Capital A Wealth Management first reported a position in Pentair in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Pentair position peaked at $21.1K in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.