Flagship Wealth Advisors’s Pentair PNR Stock Holding History

Flagship Wealth Advisors’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	-8	Closed	-$700	–	388
2025 Q1	$700	Hold	8	–	–	﹤0.01%	367
2024 Q4	$805	Buy	+8	New	+$820	﹤0.01%	361

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flagship Wealth Advisors's PNR Position: Q2 2025 in Review

Flagship Wealth Advisors sold out of Pentair (PNR) in Q2 2025, closing a stake of 8 shares — an estimated $700 sold.

Flagship Wealth Advisors first reported a position in PNR in Q4 2024 and held it in 2 quarters. The position peaked at $805 in Q4 2024. 738 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

Flagship Wealth Advisors reported no remaining Pentair position as of Q2 2025 after selling out during the quarter.
Flagship Wealth Advisors sold 8 Pentair shares in Q2 2025, an estimated $700.
Flagship Wealth Advisors first reported a position in Pentair in Q4 2024 and held it in 2 quarters.
Flagship Wealth Advisors's Pentair position peaked at $805 in Q4 2024.
738 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Flagship Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.