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Global Financial Private Client’s Pentair PNR Stock Holding History

Global Financial Private Client’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
-198
Closed -$17.3K – 1234
2025
Q1 		$17.3K Buy
198
+9
+5% +$858 0.01% 473
2024
Q4 		$19K Buy
189
+9
+5% +$923 0.01% 440
2024
Q3 		$17.6K Buy
+180
New +$15.4K 0.01% 446

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

Global Financial Private Client's PNR Position: Q2 2025 in Review

Global Financial Private Client sold out of Pentair (PNR) in Q2 2025, closing a stake of 198 shares — an estimated $17.3K sold.

Global Financial Private Client first reported a position in PNR in Q3 2024 and held it in 3 quarters. The position peaked at $19K in Q4 2024. 738 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

  • Global Financial Private Client reported no remaining Pentair position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 198 Pentair shares in Q2 2025, an estimated $17.3K.
  • Global Financial Private Client first reported a position in Pentair in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Pentair position peaked at $19K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.