HWA
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Heartwood Wealth Advisors’s Pentair PNR Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-4
Closed -$443 – 497
2025
Q3 		$443 Buy
+4
New +$427 ﹤0.01% 607

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heartwood Wealth Advisors's PNR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Pentair (PNR) in Q4 2025, closing a stake of 4 shares — an estimated $443 sold.

Heartwood Wealth Advisors first reported a position in PNR in Q3 2025 and held it in 1 quarter. The position peaked at $443 in Q3 2025. 783 funds tracked by Wall St. Rank hold PNR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Pentair position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 Pentair shares in Q4 2025, an estimated $443.
  • Heartwood Wealth Advisors first reported a position in Pentair in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Pentair position peaked at $443 in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Pentair as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.