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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's PNR Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Pentair (PNR) in Q1 2025, closing a stake of 6 shares — an estimated $604 sold.

Heritage Wealth Advisors first reported a position in PNR in Q4 2018 and held it in 9 quarters. The position peaked at $27.9K in Q1 2019. 727 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

Heritage Wealth Advisors reported no remaining Pentair position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 6 Pentair shares in Q1 2025, an estimated $604.
Heritage Wealth Advisors first reported a position in Pentair in Q4 2018 and held it in 9 quarters.
Heritage Wealth Advisors's Pentair position peaked at $27.9K in Q1 2019.
727 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.