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Financial Advocates Investment Management’s Pentair PNR Stock Holding History

Financial Advocates 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
2025
Q3 		– Sell
-4,105
Closed -$421K – 440
2025
Q2 		$421K Buy
+4,105
New +$383K 0.03% 402

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's PNR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Pentair (PNR) in Q3 2025, closing a stake of 4,105 shares — an estimated $421K sold.

Financial Advocates Investment Management first reported a position in PNR in Q2 2025 and held it in 1 quarter. The position peaked at $421K in Q2 2025. 766 funds tracked by Wall St. Rank hold PNR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Pentair position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,105 Pentair shares in Q3 2025, an estimated $421K.
  • Financial Advocates Investment Management first reported a position in Pentair in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Pentair position peaked at $421K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held Pentair as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.