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Copperwynd Financial’s Pentair PNR Stock Holding History

Copperwynd Financial’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
Q2 		$287K Buy
2,796
+171
+7% +$16K 0.07% 124
2025
Q1 		$230K Sell
2,625
-710
-21% -$67.7K 0.06% 135
2024
Q4 		$336K Buy
3,335
+19
+0.6% +$1.95K 0.09% 108
2024
Q3 		$324K Buy
3,316
+66
+2% +$5.65K 0.1% 112
2024
Q2 		$286K Sell
3,250
-25
-0.8% -$2.01K 0.09% 118
2024
Q1 		$280K Sell
3,275
-818
-20% -$62K 0.1% 112
2023
Q4 		$298K Buy
4,093
+47
+1% +$3.03K 0.12% 111
2023
Q3 		$262K Sell
4,046
-168
-4% -$11.3K 0.12% 110
2023
Q2 		$272K Sell
4,214
-434
-9% -$25K 0.13% 114
2023
Q1 		$257K Buy
+4,648
New +$247K 0.13% 114

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
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

Copperwynd Financial's PNR Position: Q2 2025 in Review

Copperwynd Financial increased its Pentair (PNR) stake by 6.5% in Q2 2025, buying an estimated $16K and bringing the position to 2,796 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #124.

Copperwynd Financial first reported a position in PNR in Q1 2023 and has held it in 10 quarters since. The position peaked at $336K in Q4 2024. 739 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

  • Copperwynd Financial held 2,796 shares of Pentair worth $287K as of Q2 2025.
  • Copperwynd Financial bought 171 Pentair shares in Q2 2025, an estimated $16K.
  • Pentair made up 0.07% of Copperwynd Financial's portfolio in Q2 2025, its #124 holding.
  • Copperwynd Financial first reported a position in Pentair in Q1 2023 and has held it in 10 quarters since.
  • Copperwynd Financial's Pentair position peaked at $336K in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.