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Halbert Hargrove Global Advisors’s Pentair PNR Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-4
Closed -$350 – 566
2025
Q1 		$350 Buy
+4
New +$381 ﹤0.01% 537

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

Halbert Hargrove Global Advisors's PNR Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Pentair (PNR) in Q2 2025, closing a stake of 4 shares — an estimated $350 sold.

Halbert Hargrove Global Advisors first reported a position in PNR in Q1 2025 and held it in 1 quarter. The position peaked at $350 in Q1 2025. 738 funds tracked by Wall St. Rank hold PNR as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Pentair position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Pentair shares in Q2 2025, an estimated $350.
  • Halbert Hargrove Global Advisors first reported a position in Pentair in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Pentair position peaked at $350 in Q1 2025.
  • 738 funds tracked by Wall St. Rank held Pentair as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.