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Golden State Wealth Management’s Pentair PNR Stock Holding History

Golden State Wealth 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 		$5.43K Hold
62
– – ﹤0.01% 1204
2025
Q4 		$6.47K Hold
62
– – ﹤0.01% 1195
2025
Q3 		$6.87K Buy
62
+1
+2% +$107 ﹤0.01% 1181
2025
Q2 		$6.35K Hold
61
– – ﹤0.01% 1181
2025
Q1 		$5.4K Hold
61
– – ﹤0.01% 1157
2024
Q4 		$6.19K Buy
+61
New +$6.25K ﹤0.01% 1075
2020
Q2 		– Sell
-73
Closed -$2K – 705
2020
Q1 		$2K Buy
+73
New +$2.94K ﹤0.01% 872
2019
Q4 		– Sell
-72
Closed -$3K – 694
2019
Q3 		$3K Sell
72
-22
-23% -$818 ﹤0.01% 931
2019
Q2 		$3K Hold
94
– – ﹤0.01% 945
2019
Q1 		$4K Buy
+94
New +$3.92K ﹤0.01% 950

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