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LVW Advisors’s Pentair PNR Stock Holding History

LVW 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 		$215K Sell
2,801
-4
-0.1% -$316 0.02% 435
2026
Q1 		$244K Sell
2,805
-217
-7% -$21.3K 0.02% 373
2025
Q4 		$315K Buy
3,022
+118
+4% +$12.6K 0.03% 268
2025
Q3 		$322K Buy
2,904
+129
+5% +$13.8K 0.03% 267
2025
Q2 		$285K Sell
2,775
-125
-4% -$11.7K 0.03% 272
2025
Q1 		$254K Hold
2,900
– – 0.03% 263
2024
Q4 		$292K Sell
2,900
-25
-0.9% -$2.56K 0.04% 254
2024
Q3 		$286K Hold
2,925
– – 0.04% 253
2024
Q2 		$224K Hold
2,925
– – 0.03% 270
2024
Q1 		$250K Hold
2,925
– – 0.04% 252
2023
Q4 		$213K Buy
+2,925
New +$189K 0.04% 243

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