OA
PNR icon

Operose Advisors’s Pentair PNR Stock Holding History

Operose 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
2024
Q4 		– Sell
-520
Closed -$50.9K – 585
2024
Q3 		$50.9K Hold
520
– – 0.02% 270
2024
Q2 		$39.9K Hold
520
– – 0.01% 261
2024
Q1 		$44.4K Hold
520
– – 0.02% 260
2023
Q4 		$37.8K Hold
520
– – 0.02% 251
2023
Q3 		$33.7K Buy
+520
New +$35K 0.01% 377

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Operose Advisors's PNR Position: Q4 2024 in Review

Operose Advisors sold out of Pentair (PNR) in Q4 2024, closing a stake of 520 shares — an estimated $50.9K sold.

Operose Advisors first reported a position in PNR in Q3 2023 and held it in 5 quarters. The position peaked at $50.9K in Q3 2024. 715 funds tracked by Wall St. Rank hold PNR as of Q4 2024.

  • Operose Advisors reported no remaining Pentair position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 520 Pentair shares in Q4 2024, an estimated $50.9K.
  • Operose Advisors first reported a position in Pentair in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Pentair position peaked at $50.9K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Pentair as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.