FFM
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Forum Financial Management’s Pentair PNR Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-3,756
Closed -$391K – 814
2025
Q4 		$391K Hold
3,756
– – 0.01% 611
2025
Q3 		$416K Buy
3,756
+530
+16% +$56.6K 0.01% 552
2025
Q2 		$331K Buy
3,226
+352
+12% +$32.9K 0.01% 620
2025
Q1 		$251K Buy
2,874
+18
+0.6% +$1.72K ﹤0.01% 692
2024
Q4 		$287K Buy
2,856
+45
+2% +$4.61K ﹤0.01% 641
2024
Q3 		$275K Sell
2,811
-33
-1% -$2.82K ﹤0.01% 560
2024
Q2 		$218K Buy
2,844
+4
+0.1% +$322 ﹤0.01% 634
2024
Q1 		$243K Buy
2,840
+35
+1% +$2.65K ﹤0.01% 604
2023
Q4 		$204K Buy
+2,805
New +$181K ﹤0.01% 636
2022
Q1 		– Sell
-2,794
Closed -$204K – 661
2021
Q4 		$204K Buy
+2,794
New +$206K 0.01% 616

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