EP Wealth Advisors’s Pentair PNR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$571K	Buy	5,559 +1,236	+29%	+$127K	﹤0.01%	735
2025 Q1	$378K	Sell	4,323 -118	-3%	-$10.3K	﹤0.01%	808
2024 Q4	$447K	Sell	4,441 -57	-1%	-$5.74K	﹤0.01%	727
2024 Q3	$440K	Buy	+4,498	New	+$440K	﹤0.01%	728