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Lifeworks Advisors’s Pentair PNR Stock Holding History

Lifeworks 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 		$4.01M Buy
46,067
+6,823
+17% +$669K 0.52% 66
2025
Q4 		$4.09M Buy
39,244
+31,587
+413% +$3.37M 0.53% 65
2025
Q3 		$848K Buy
7,657
+1,947
+34% +$208K 0.11% 147
2025
Q2 		$586K Sell
5,710
-24,377
-81% -$2.28M 0.09% 175
2025
Q1 		$2.63M Buy
30,087
+3,688
+14% +$351K 0.44% 62
2024
Q4 		$2.66M Buy
26,399
+6,923
+36% +$710K 0.48% 64
2024
Q3 		$1.9M Sell
19,476
-1,011
-5% -$86.5K 0.37% 79
2024
Q2 		$1.57M Buy
+20,487
New +$1.65M 0.44% 68

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