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Opal Wealth Advisors’s Pentair PNR Stock Holding History

Opal Wealth 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
-270
Closed -$27.7K – 456
2025
Q2 		$27.7K Sell
270
-50
-16% -$4.67K 0.01% 492
2025
Q1 		$28K Buy
+320
New +$30.5K 0.01% 458
2024
Q3 		– Sell
-320
Closed -$24.5K – 917
2024
Q2 		$24.5K Buy
+320
New +$25.8K 0.01% 459

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

Opal Wealth Advisors's PNR Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Pentair (PNR) in Q3 2025, closing a stake of 270 shares — an estimated $27.7K sold.

Opal Wealth Advisors first reported a position in PNR in Q2 2024 and held it in 3 quarters. The position peaked at $28K in Q1 2025. 765 funds tracked by Wall St. Rank hold PNR as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Pentair position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 270 Pentair shares in Q3 2025, an estimated $27.7K.
  • Opal Wealth Advisors first reported a position in Pentair in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Pentair position peaked at $28K in Q1 2025.
  • 765 funds tracked by Wall St. Rank held Pentair as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.