Optimize Financial’s Pentair PNR Stock Holding History

Optimize Financial’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 Q1	–	Sell	-2,416	Closed	-$243K	–	275
2024 Q4	$243K	Buy	+2,416	New	+$248K	0.18%	172

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's PNR Position: Q1 2025 in Review

Optimize Financial sold out of Pentair (PNR) in Q1 2025, closing a stake of 2,416 shares — an estimated $243K sold.

Optimize Financial first reported a position in PNR in Q4 2024 and held it in 1 quarter. The position peaked at $243K in Q4 2024. 727 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

Optimize Financial reported no remaining Pentair position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 2,416 Pentair shares in Q1 2025, an estimated $243K.
Optimize Financial first reported a position in Pentair in Q4 2024 and held it in 1 quarter.
Optimize Financial's Pentair position peaked at $243K in Q4 2024.
727 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.