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SeaCrest Wealth Management’s Pentair PNR Stock Holding History

SeaCrest Wealth Management’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
-2,709
Closed -$273K – 688
2024
Q4 		$273K Buy
2,709
+55
+2% +$5.64K 0.03% 521
2024
Q3 		$260K Hold
2,654
– – 0.03% 538
2024
Q2 		$204K Sell
2,654
-47
-2% -$3.79K 0.02% 576
2024
Q1 		$231K Sell
2,701
-1,710
-39% -$130K 0.03% 532
2023
Q4 		$303K Sell
4,411
-2,192
-33% -$141K 0.04% 447
2023
Q3 		$428K Sell
6,603
-703
-10% -$47.3K 0.06% 342
2023
Q2 		$472K Buy
7,306
+344
+5% +$19.8K 0.06% 337
2023
Q1 		$385K Buy
6,962
+710
+11% +$37.7K 0.05% 401
2022
Q4 		$281K Hold
6,252
– – 0.04% 465
2022
Q3 		$254K Buy
6,252
+1,130
+22% +$52.4K 0.04% 475
2022
Q2 		$234K Sell
5,122
-169
-3% -$8.46K 0.03% 548
2022
Q1 		$287K Buy
+5,291
New +$320K 0.03% 521
2019
Q2 		– Sell
-3,039
Closed -$135K – 1498
2019
Q1 		$135K Hold
3,039
– – 0.02% 592
2018
Q4 		$115K Sell
3,039
-547
-15% -$22.1K 0.02% 610
2018
Q3 		$155K Buy
3,586
+217
+6% +$9.41K 0.03% 596
2018
Q2 		$142K Sell
3,369
-1,580
-32% -$71K 0.03% 607
2018
Q1 		$226K Buy
4,949
+984
+25% +$46.8K 0.04% 450
2017
Q4 		$188K Buy
+3,965
New +$185K 0.03% 519

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SeaCrest Wealth Management's PNR Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Pentair (PNR) in Q1 2025, closing a stake of 2,709 shares — an estimated $273K sold.

SeaCrest Wealth Management first reported a position in PNR in Q4 2017 and held it in 18 quarters. The position peaked at $472K in Q2 2023. 727 funds tracked by Wall St. Rank hold PNR as of Q1 2025.

  • SeaCrest Wealth Management reported no remaining Pentair position as of Q1 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,709 Pentair shares in Q1 2025, an estimated $273K.
  • SeaCrest Wealth Management first reported a position in Pentair in Q4 2017 and held it in 18 quarters.
  • SeaCrest Wealth Management's Pentair position peaked at $472K in Q2 2023.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.