Lido Advisors
PNR icon

Lido Advisors’s Pentair PNR Stock Holding History

Lido 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 		$1.62M Sell
18,649
-983
-5% -$96.3K 0.01% 770
2025
Q4 		$2.15M Buy
19,632
+56
+0.3% +$5.98K 0.01% 696
2025
Q3 		$2.17M Sell
19,576
-929
-5% -$99.2K 0.01% 667
2025
Q2 		$2.11M Buy
20,505
+4,724
+30% +$441K 0.01% 577
2025
Q1 		$1.38M Buy
15,781
+49
+0.3% +$4.67K 0.01% 649
2024
Q4 		$1.58M Buy
15,732
+806
+5% +$82.6K 0.01% 593
2024
Q3 		$1.46M Buy
14,926
+3,088
+26% +$264K 0.01% 570
2024
Q2 		$908K Sell
11,838
-5,144
-30% -$414K 0.01% 694
2024
Q1 		$1.45M Sell
16,982
-2,538
-13% -$192K 0.01% 524
2023
Q4 		$1.42M Sell
19,520
-21,376
-52% -$1.38M 0.01% 504
2023
Q3 		$2.65M Buy
40,896
+31,547
+337% +$2.12M 0.03% 327
2023
Q2 		$604K Buy
+9,349
New +$538K 0.01% 675
2022
Q2 		– Sell
-5,193
Closed -$281K – 1039
2022
Q1 		$281K Buy
+5,193
New +$314K 0.01% 834
2020
Q4 		– Sell
-5,742
Closed -$263K – 851
2020
Q3 		$263K Buy
+5,742
New +$250K 0.01% 523

Other funds holding PNR

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
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