Planned Solutions’s Pentair PNR Stock Holding History

Planned 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
2024 Q4	–	Sell	-5	Closed	-$489	–	488
2024 Q3	$489	Buy	+5	New	+$428	﹤0.01%	607

Other funds holding PNR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's PNR Position: Q4 2024 in Review

Planned Solutions sold out of Pentair (PNR) in Q4 2024, closing a stake of 5 shares — an estimated $489 sold.

Planned Solutions first reported a position in PNR in Q3 2024 and held it in 1 quarter. The position peaked at $489 in Q3 2024. 715 funds tracked by Wall St. Rank hold PNR as of Q4 2024.

Planned Solutions reported no remaining Pentair position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 5 Pentair shares in Q4 2024, an estimated $489.
Planned Solutions first reported a position in Pentair in Q3 2024 and held it in 1 quarter.
Planned Solutions's Pentair position peaked at $489 in Q3 2024.
715 funds tracked by Wall St. Rank held Pentair as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.