FTA
PNR icon

Financial & Tax Architects’s Pentair PNR Stock Holding History

Financial & Tax Architects’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 		– Sell
-6,742
Closed -$590K – 108
2025
Q1 		$590K Buy
6,742
+653
+11% +$62.2K 0.15% 82
2024
Q4 		$613K Sell
6,089
-424
-7% -$43.5K 0.16% 73
2024
Q3 		$637K Buy
6,513
+303
+5% +$25.9K 0.16% 63
2024
Q2 		$476K Buy
6,210
+1,246
+25% +$100K 0.13% 74
2024
Q1 		$424K Buy
4,964
+697
+16% +$52.8K 0.12% 71
2023
Q4 		$310K Sell
4,267
-262
-6% -$16.9K 0.09% 73
2023
Q3 		$293K Sell
4,529
-728
-14% -$49K 0.09% 69
2023
Q2 		$340K Sell
5,257
-224
-4% -$12.9K 0.1% 63
2023
Q1 		$303K Sell
5,481
-791
-13% -$42K 0.1% 67
2022
Q4 		$308K Buy
+6,272
New +$273K 0.11% 69
2022
Q1 		– Sell
-4,935
Closed -$360K – 99
2021
Q4 		$360K Buy
4,935
+84
+2% +$6.19K 0.15% 85
2021
Q3 		$352K Sell
4,851
-312
-6% -$23.3K 0.16% 86
2021
Q2 		$348K Buy
+5,163
New +$341K 0.17% 87

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 $94.8B AUM 24.11% 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

Financial & Tax Architects's PNR Position: Q2 2025 in Review

Financial & Tax Architects sold out of Pentair (PNR) in Q2 2025, closing a stake of 6,742 shares — an estimated $590K sold.

Financial & Tax Architects first reported a position in PNR in Q2 2021 and held it in 13 quarters. The position peaked at $637K in Q3 2024. 738 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

  • Financial & Tax Architects reported no remaining Pentair position as of Q2 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 6,742 Pentair shares in Q2 2025, an estimated $590K.
  • Financial & Tax Architects first reported a position in Pentair in Q2 2021 and held it in 13 quarters.
  • Financial & Tax Architects's Pentair position peaked at $637K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Financial & Tax Architects's 13F filing for Q2 2025, filed 13 Aug 2025.