CWP
PNR icon

Concord Wealth Partners’s Pentair PNR Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-200
Closed -$20.8K – 636
2025
Q4 		$20.8K Hold
200
– – ﹤0.01% 436
2025
Q3 		$22.2K Hold
200
– – ﹤0.01% 445
2025
Q2 		$20.5K Hold
200
– – ﹤0.01% 454
2025
Q1 		$17.5K Hold
200
– – ﹤0.01% 447
2024
Q4 		$20.1K Hold
200
– – ﹤0.01% 453
2024
Q3 		$19.6K Hold
200
– – ﹤0.01% 474
2024
Q2 		$15.3K Hold
200
– – ﹤0.01% 466
2024
Q1 		$17.1K Buy
+200
New +$15.2K ﹤0.01% 508
2023
Q1 		– Sell
-53
Closed -$2.4K – 1166
2022
Q4 		$2.4K Buy
+53
New +$2.3K ﹤0.01% 902
2022
Q3 		– Sell
-17
Closed -$1K – 868
2022
Q2 		$1K Hold
17
– – ﹤0.01% 1173
2022
Q1 		$1K Hold
17
– – ﹤0.01% 1235
2021
Q4 		$1K Buy
17
+2
+13% +$147 ﹤0.01% 1252
2021
Q3 		$1K Hold
15
– – ﹤0.01% 856
2021
Q2 		$1K Hold
15
– – ﹤0.01% 998
2021
Q1 		$1K Buy
+15
New +$861 ﹤0.01% 940

Other funds holding PNR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return