Inspire Advisors’s Pentair PNR Stock Holding History

Inspire 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 Q1	$600K	Buy	6,886 +76	+1%	+$7.45K	0.05%	323
2025 Q4	$709K	Buy	6,810 +39	+0.6%	+$4.17K	0.07%	224
2025 Q3	$750K	Sell	6,771 -443	-6%	-$47.3K	0.07%	209
2025 Q2	$741K	Buy	7,214 +574	+9%	+$53.6K	0.08%	199
2025 Q1	$581K	Sell	6,640 -865	-12%	-$82.4K	0.07%	217
2024 Q4	$755K	Sell	7,505 -616	-8%	-$63.2K	0.09%	140
2024 Q3	$794K	Buy	8,121 +130	+2%	+$11.1K	0.1%	133
2024 Q2	$613K	Sell	7,991 -1,346	-14%	-$108K	0.08%	158
2024 Q1	$798K	Buy	9,337 +406	+5%	+$30.8K	0.11%	129
2023 Q4	$649K	Buy	8,931 +1,738	+24%	+$112K	0.1%	137
2023 Q3	$466K	Sell	7,193 -491	-6%	-$33K	0.08%	140
2023 Q2	$496K	Buy	7,684 +1,003	+15%	+$57.7K	0.1%	98
2023 Q1	$369K	Buy	6,681 +416	+7%	+$22.1K	0.08%	93
2022 Q4	$282K	Buy	6,265 +144	+2%	+$6.26K	0.07%	106
2022 Q3	$249K	Buy	6,121 +905	+17%	+$42K	0.07%	87
2022 Q2	$239K	Buy	+5,216	New	+$261K	0.07%	65
2021 Q1	–	Sell	-2,603	Closed	-$138K	–	558
2020 Q4	$138K	Buy	+2,603	New	+$133K	0.05%	90

Other funds holding PNR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return