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Cassady Schiller Wealth Management’s Pentair PNR Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.62K Buy
26
+20
+333% +$2.05K ﹤0.01% 530
2024
Q3 		$587 Hold
6
– – ﹤0.01% 438
2024
Q2 		$460 Hold
6
– – ﹤0.01% 449
2024
Q1 		$513 Buy
+6
New +$455 ﹤0.01% 476

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cassady Schiller Wealth Management's PNR Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Pentair (PNR) stake by 333% in Q4 2024, buying an estimated $2.05K and bringing the position to 26 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Cassady Schiller Wealth Management first reported a position in PNR in Q1 2024 and has held it in 4 quarters since. 715 funds tracked by Wall St. Rank hold PNR as of Q4 2024.

  • Cassady Schiller Wealth Management held 26 shares of Pentair worth $2.62K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 20 Pentair shares in Q4 2024, an estimated $2.05K.
  • Pentair made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #530 holding.
  • Cassady Schiller Wealth Management first reported a position in Pentair in Q1 2024 and has held it in 4 quarters since.
  • 715 funds tracked by Wall St. Rank held Pentair as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.