Rise Advisors’s Pentair PNR Stock Holding History

Rise 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 Q4	–	Sell	-6	Closed	-$665	–	1087
2025 Q3	$665	Hold	6	–	–	﹤0.01%	1342
2025 Q2	$616	Hold	6	–	–	﹤0.01%	1365
2025 Q1	$525	Buy	+6	New	+$572	﹤0.01%	1364

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Rise Advisors's PNR Position: Q4 2025 in Review

Rise Advisors sold out of Pentair (PNR) in Q4 2025, closing a stake of 6 shares — an estimated $665 sold.

Rise Advisors first reported a position in PNR in Q1 2025 and held it in 3 quarters. The position peaked at $665 in Q3 2025. 783 funds tracked by Wall St. Rank hold PNR as of Q4 2025.

Rise Advisors reported no remaining Pentair position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 6 Pentair shares in Q4 2025, an estimated $665.
Rise Advisors first reported a position in Pentair in Q1 2025 and held it in 3 quarters.
Rise Advisors's Pentair position peaked at $665 in Q3 2025.
783 funds tracked by Wall St. Rank held Pentair as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.