HWA
PNR icon

Heritage Wealth Advisors’s Pentair PNR Stock Holding History

Heritage 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
Q1 		– Sell
-6
Closed -$604 – 632
2024
Q4 		$604 Buy
6
+1
+20% +$103 ﹤0.01% 590
2024
Q3 		$489 Buy
+5
New +$428 ﹤0.01% 592
2022
Q2 		– Sell
-40
Closed -$2K – 574
2022
Q1 		$2K Hold
40
– – ﹤0.01% 506
2021
Q4 		$3K Hold
40
– – ﹤0.01% 504
2021
Q3 		$2.9K Hold
40
– – ﹤0.01% 493
2021
Q2 		$2.7K Hold
40
– – ﹤0.01% 501
2021
Q1 		$2.49K Buy
+40
New +$2.29K ﹤0.01% 516
2019
Q2 		– Sell
-626
Closed -$27.9K – 477
2019
Q1 		$27.9K Hold
626
– – ﹤0.01% 274
2018
Q4 		$23K Buy
+626
New +$25.3K ﹤0.01% 254

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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