HWA
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HHM Wealth Advisors’s Pentair PNR Stock Holding History

HHM 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
2026
Q2 		$11.5K Hold
150
– – ﹤0.01% 614
2026
Q1 		$13.1K Hold
150
– – ﹤0.01% 589
2025
Q4 		$15.6K Hold
150
– – ﹤0.01% 534
2025
Q3 		$16.6K Hold
150
– – ﹤0.01% 543
2025
Q2 		$15.4K Hold
150
– – ﹤0.01% 547
2025
Q1 		$13.1K Sell
150
-2
-1% -$191 ﹤0.01% 562
2024
Q4 		$15.3K Buy
152
+2
+1% +$205 ﹤0.01% 532
2024
Q3 		$14.7K Hold
150
– – ﹤0.01% 509
2024
Q2 		$11.5K Buy
+150
New +$12.1K ﹤0.01% 528
2022
Q1 		– Sell
-4
Closed – – 740
2021
Q4 		$0 Buy
+4
New +$295 ﹤0.01% 694
2021
Q2 		– Sell
-35
Closed -$2K – 648
2021
Q1 		$2K Buy
+35
New +$2.01K ﹤0.01% 541

Other funds holding PNR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return