Clearstead Trust’s Pentair PNR Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-26	Closed	-$2.88K	–	1396
2025 Q3	$2.88K	Hold	26	–	–	﹤0.01%	891
2025 Q2	$2.67K	Buy	+26	New	+$2.43K	﹤0.01%	879

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Clearstead Trust's PNR Position: Q4 2025 in Review

Clearstead Trust sold out of Pentair (PNR) in Q4 2025, closing a stake of 26 shares — an estimated $2.88K sold.

Clearstead Trust first reported a position in PNR in Q2 2025 and held it in 2 quarters. The position peaked at $2.88K in Q3 2025. 786 funds tracked by Wall St. Rank hold PNR as of Q4 2025.

Clearstead Trust reported no remaining Pentair position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 26 Pentair shares in Q4 2025, an estimated $2.88K.
Clearstead Trust first reported a position in Pentair in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Pentair position peaked at $2.88K in Q3 2025.
786 funds tracked by Wall St. Rank held Pentair as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.