Sage Mountain Advisors’s Pentair PNR Stock Holding History

Sage Mountain 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	-2,495	Closed	-$276K	–	591
2025 Q3	$276K	Buy	+2,495	New	+$266K	0.02%	387

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Sage Mountain Advisors's PNR Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Pentair (PNR) in Q4 2025, closing a stake of 2,495 shares — an estimated $276K sold.

Sage Mountain Advisors first reported a position in PNR in Q3 2025 and held it in 1 quarter. The position peaked at $276K in Q3 2025. 786 funds tracked by Wall St. Rank hold PNR as of Q4 2025.

Sage Mountain Advisors reported no remaining Pentair position as of Q4 2025 after selling out during the quarter.
Sage Mountain Advisors sold 2,495 Pentair shares in Q4 2025, an estimated $276K.
Sage Mountain Advisors first reported a position in Pentair in Q3 2025 and held it in 1 quarter.
Sage Mountain Advisors's Pentair position peaked at $276K in Q3 2025.
786 funds tracked by Wall St. Rank held Pentair as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.