CWA
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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 $5.7T 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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