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Clarus Wealth Advisors’s Pentair PNR Stock Holding History

Clarus Wealth 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
-2,031
Closed -$200K – 131
2024
Q4 		$200K Buy
+2,031
New +$208K 0.1% 117
2019
Q3 		– Sell
-2,212
Closed -$82K – 447
2019
Q2 		$82K Sell
2,212
-240
-10% -$9.1K 0.06% 219
2019
Q1 		$109K Hold
2,452
– – 0.08% 175
2018
Q4 		$93K Sell
2,452
-2,575
-51% -$104K 0.15% 178
2018
Q3 		$218K Buy
5,027
+1,806
+56% +$78.3K 0.14% 115
2018
Q2 		$219K Sell
3,221
-1,575
-33% -$70.8K 0.17% 97
2018
Q1 		$219K Buy
4,796
+265
+6% +$12.6K 0.2% 97
2017
Q4 		$215K Buy
+4,531
New +$212K 0.21% 93

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 $2.3T AUM 54.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clarus Wealth Advisors's PNR Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of Pentair (PNR) in Q1 2025, closing a stake of 2,031 shares — an estimated $200K sold.

Clarus Wealth Advisors first reported a position in PNR in Q4 2017 and held it in 8 quarters. The position peaked at $219K in Q2 2018. 727 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining Pentair position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,031 Pentair shares in Q1 2025, an estimated $200K.
  • Clarus Wealth Advisors first reported a position in Pentair in Q4 2017 and held it in 8 quarters.
  • Clarus Wealth Advisors's Pentair position peaked at $219K in Q2 2018.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.