Moisand Fitzgerald Tamayo’s Pentair PNR Stock Holding History

Moisand Fitzgerald Tamayo’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	$2.99K	Hold	39	–	–	﹤0.01%	474
2026 Q1	$3.4K	Hold	39	–	–	﹤0.01%	436
2025 Q4	$4.06K	Hold	39	–	–	﹤0.01%	423
2025 Q3	$4.32K	Hold	39	–	–	﹤0.01%	437
2025 Q2	$4K	Hold	39	–	–	﹤0.01%	433
2025 Q1	$3.41K	Hold	39	–	–	﹤0.01%	444
2024 Q4	$3.92K	Hold	39	–	–	﹤0.01%	446
2024 Q3	$3.81K	Hold	39	–	–	﹤0.01%	461
2024 Q2	$2.99K	Hold	39	–	–	﹤0.01%	449
2024 Q1	$3.33K	Hold	39	–	–	﹤0.01%	437
2023 Q4	$2.84K	Hold	39	–	–	﹤0.01%	494
2023 Q3	$2.53K	Hold	39	–	–	﹤0.01%	524
2023 Q2	$2.52K	Hold	39	–	–	﹤0.01%	503
2023 Q1	$2.16K	Hold	39	–	–	﹤0.01%	543
2022 Q4	$1.75K	Buy	+39	New	+$1.7K	﹤0.01%	581

Other funds holding PNR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return