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Diversify Advisory Services’s Pentair PNR Stock Holding History

Diversify Advisory Services’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
-3,556
Closed -$380K – 958
2025
Q3 		$380K Sell
3,556
-2,592
-42% -$277K 0.01% 650
2025
Q2 		$652K Buy
+6,148
New +$574K 0.03% 445

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversify Advisory Services's PNR Position: Q4 2025 in Review

Diversify Advisory Services sold out of Pentair (PNR) in Q4 2025, closing a stake of 3,556 shares — an estimated $380K sold.

Diversify Advisory Services first reported a position in PNR in Q2 2025 and held it in 2 quarters. The position peaked at $652K in Q2 2025. 786 funds tracked by Wall St. Rank hold PNR as of Q4 2025.

  • Diversify Advisory Services reported no remaining Pentair position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 3,556 Pentair shares in Q4 2025, an estimated $380K.
  • Diversify Advisory Services first reported a position in Pentair in Q2 2025 and held it in 2 quarters.
  • Diversify Advisory Services's Pentair position peaked at $652K in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Pentair as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.