OPS
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Orion Portfolio Solutions’s Pentair PNR Stock Holding History

Orion Portfolio Solutions’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 		$286K Sell
3,267
-2,870
-47% -$274K ﹤0.01% 1652
2024
Q4 		$618K Sell
6,137
-210
-3% -$21.5K 0.01% 1270
2024
Q3 		$621K Buy
6,347
+2,837
+81% +$243K 0.01% 1253
2024
Q2 		$269K Sell
3,510
-228
-6% -$18.4K ﹤0.01% 1506
2024
Q1 		$319K Sell
3,738
-190
-5% -$14.4K ﹤0.01% 1439
2023
Q4 		$274K Buy
3,928
+145
+4% +$9.36K ﹤0.01% 1440
2023
Q3 		$245K Sell
3,783
-48
-1% -$3.23K ﹤0.01% 1474
2023
Q2 		$247K Sell
3,831
-2,626
-41% -$151K ﹤0.01% 1483
2023
Q1 		$357K Buy
+6,457
New +$343K ﹤0.01% 1277
2020
Q3 		– Sell
-52
Closed -$2K – 1610
2020
Q2 		$2K Sell
52
-47
-47% -$1.65K ﹤0.01% 1806
2020
Q1 		$3K Sell
99
-50
-34% -$2.01K ﹤0.01% 1480
2019
Q4 		$7K Buy
+149
New +$6.29K ﹤0.01% 1149

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
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

Orion Portfolio Solutions's PNR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Pentair (PNR) stake by 47% in Q1 2025, selling an estimated $274K and leaving 3,267 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Orion Portfolio Solutions first reported a position in PNR in Q4 2019 and has held it in 12 quarters since. The position peaked at $621K in Q3 2024. 725 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

  • Orion Portfolio Solutions held 3,267 shares of Pentair worth $286K as of Q1 2025.
  • Orion Portfolio Solutions sold 2,870 Pentair shares in Q1 2025, an estimated $274K.
  • Pentair made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1652 holding.
  • Orion Portfolio Solutions first reported a position in Pentair in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Pentair position peaked at $621K in Q3 2024.
  • 725 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.