Contravisory Investment Management’s Pentair PNR Stock Holding History

Contravisory Investment Management’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 Q2	–	Sell	-7,422	Closed	-$647K	–	426
2026 Q1	$647K	Sell	7,422 -142	-2%	-$13.9K	0.13%	126
2025 Q4	$788K	Sell	7,564 -135	-2%	-$14.4K	0.16%	101
2025 Q3	$853K	Sell	7,699 -433	-5%	-$46.2K	0.17%	92
2025 Q2	$835K	Sell	8,132 -41	-0.5%	-$3.83K	0.16%	86
2025 Q1	$715K	Buy	8,173 +593	+8%	+$56.5K	0.15%	99
2024 Q4	$763K	Buy	7,580 +66	+0.9%	+$6.77K	0.16%	79
2024 Q3	$735K	Sell	7,514 -108	-1%	-$9.24K	0.16%	92
2024 Q2	$584K	Buy	7,622 +297	+4%	+$23.9K	0.13%	101
2024 Q1	$626K	Buy	7,325 +112	+2%	+$8.49K	0.14%	94
2023 Q4	$524K	Buy	7,213 +2,377	+49%	+$153K	0.13%	109
2023 Q3	$313K	Buy	+4,836	New	+$326K	0.09%	161
2022 Q1	–	Sell	-7,361	Closed	-$538K	–	368
2021 Q4	$538K	Buy	+7,361	New	+$542K	0.15%	96
2020 Q2	–	Sell	-7,624	Closed	-$227K	–	318
2020 Q1	$227K	Sell	7,624 -133	-2%	-$5.35K	0.1%	116
2019 Q4	$356K	Buy	+7,757	New	+$328K	0.13%	105
2018 Q1	–	Sell	-39	Closed	-$2K	–	428
2017 Q4	$2K	Hold	39	–	–	﹤0.01%	334
2017 Q3	$2K	Buy	+39	New	+$1.68K	﹤0.01%	368

Other funds holding PNR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return