Claro Advisors’s Pentair PNR Stock Holding History

Claro 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
2025 Q1	–	Sell	-2,211	Closed	-$223K	–	543
2024 Q4	$223K	Sell	2,211 -335	-13%	-$34.3K	0.03%	437
2024 Q3	$249K	Buy	+2,546	New	+$218K	0.03%	429
2019 Q1	–	Sell	-503	Closed	-$22K	–	734
2018 Q4	$22K	Buy	+503	New	+$20.3K	0.02%	525

Other funds holding PNR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Claro Advisors's PNR Position: Q1 2025 in Review

Claro Advisors sold out of Pentair (PNR) in Q1 2025, closing a stake of 2,211 shares — an estimated $223K sold.

Claro Advisors first reported a position in PNR in Q4 2018 and held it in 3 quarters. The position peaked at $249K in Q3 2024. 727 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

Claro Advisors reported no remaining Pentair position as of Q1 2025 after selling out during the quarter.
Claro Advisors sold 2,211 Pentair shares in Q1 2025, an estimated $223K.
Claro Advisors first reported a position in Pentair in Q4 2018 and held it in 3 quarters.
Claro Advisors's Pentair position peaked at $249K in Q3 2024.
727 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.