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Global Wealth Strategies & Associates’s Pentair PNR Stock Holding History

Global Wealth Strategies & Associates’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
-152
Closed -$13.3K – 438
2025
Q1 		$13.3K Hold
152
– – ﹤0.01% 225
2024
Q4 		$15.3K Hold
152
– – ﹤0.01% 188
2024
Q3 		$14.9K Hold
152
– – ﹤0.01% 163
2024
Q2 		$11.7K Hold
152
– – ﹤0.01% 165
2024
Q1 		$13K Hold
152
– – ﹤0.01% 159
2023
Q4 		$11.1K Hold
152
– – ﹤0.01% 157
2023
Q3 		$9.84K Buy
+152
New +$10.2K ﹤0.01% 165

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 Wealth Strategies & Associates's PNR Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Pentair (PNR) in Q2 2025, closing a stake of 152 shares — an estimated $13.3K sold.

Global Wealth Strategies & Associates first reported a position in PNR in Q3 2023 and held it in 7 quarters. The position peaked at $15.3K in Q4 2024. 739 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Pentair position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 152 Pentair shares in Q2 2025, an estimated $13.3K.
  • Global Wealth Strategies & Associates first reported a position in Pentair in Q3 2023 and held it in 7 quarters.
  • Global Wealth Strategies & Associates's Pentair position peaked at $15.3K in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.