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Mount Yale Investment Advisors’s Pentair PNR Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-25
Closed -$2.57K – 1358
2025
Q2 		$2.57K Buy
+25
New +$2.33K ﹤0.01% 1305
2018
Q4 		– Sell
-1,763
Closed -$76K – 657
2018
Q3 		$76K Buy
1,763
+633
+56% +$27.5K 0.01% 521
2018
Q2 		$48K Sell
1,130
-553
-33% -$24.9K 0.01% 637
2018
Q1 		$77K Buy
+1,683
New +$80.1K 0.02% 529

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's PNR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pentair (PNR) in Q3 2025, closing a stake of 25 shares — an estimated $2.57K sold.

Mount Yale Investment Advisors first reported a position in PNR in Q1 2018 and held it in 4 quarters. The position peaked at $77K in Q1 2018. 765 funds tracked by Wall St. Rank hold PNR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Pentair position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 25 Pentair shares in Q3 2025, an estimated $2.57K.
  • Mount Yale Investment Advisors first reported a position in Pentair in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Pentair position peaked at $77K in Q1 2018.
  • 765 funds tracked by Wall St. Rank held Pentair as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.