FGA
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Fortis Group Advisors’s Pentair PNR Stock Holding History

Fortis Group 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
2026
Q1 		$436 Hold
5
– – ﹤0.01% 550
2025
Q4 		$521 Hold
5
– – ﹤0.01% 538
2025
Q3 		$554 Hold
5
– – ﹤0.01% 490
2025
Q2 		$513 Hold
5
– – ﹤0.01% 481
2025
Q1 		$437 Sell
5
-4
-44% -$381 ﹤0.01% 456
2024
Q4 		$906 Hold
9
– – ﹤0.01% 451
2024
Q3 		$880 Hold
9
– – ﹤0.01% 449
2024
Q2 		$690 Hold
9
– – ﹤0.01% 454
2024
Q1 		$769 Sell
9
-9
-50% -$682 ﹤0.01% 467
2023
Q4 		$1.31K Buy
18
+9
+100% +$581 ﹤0.01% 411
2023
Q3 		$583 Buy
+9
New +$606 ﹤0.01% 407
2020
Q3 		$0 Buy
+9
New +$392 ﹤0.01% 474

Other funds holding PNR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return