SWA
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SOA Wealth Advisors’s Pentair PNR Stock Holding History

SOA Wealth 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
2026
Q1 		$185 Hold
2
– – ﹤0.01% 811
2025
Q4 		$220 Hold
2
– – ﹤0.01% 807
2025
Q3 		$233 Hold
2
– – ﹤0.01% 830
2025
Q2 		$216 Hold
2
– – ﹤0.01% 818
2025
Q1 		$183 Hold
2
– – ﹤0.01% 830
2024
Q4 		$211 Hold
2
– – ﹤0.01% 819
2024
Q3 		$204 Hold
2
– – ﹤0.01% 792
2024
Q2 		$160 Hold
2
– – ﹤0.01% 808
2024
Q1 		$177 Hold
2
– – ﹤0.01% 854
2023
Q4 		$150 Hold
2
– – ﹤0.01% 857
2023
Q3 		$133 Hold
2
– – ﹤0.01% 893
2023
Q2 		$133 Hold
2
– – ﹤0.01% 895
2023
Q1 		$113 Hold
2
– – ﹤0.01% 929
2022
Q4 		$92 Sell
2
-40
-95% -$1.74K ﹤0.01% 946
2022
Q3 		$1K Hold
42
– – ﹤0.01% 793
2022
Q2 		$1K Sell
42
-51
-55% -$2.55K ﹤0.01% 776
2022
Q1 		$5K Hold
93
– – ﹤0.01% 693
2021
Q4 		$6K Hold
93
– – ﹤0.01% 644
2021
Q3 		$6K Buy
93
+45
+94% +$3.36K ﹤0.01% 666
2021
Q2 		$3K Buy
48
+3
+7% +$198 ﹤0.01% 734
2021
Q1 		$2K Sell
45
-4
-8% -$229 ﹤0.01% 723
2020
Q4 		$2K Buy
+49
New +$2.51K ﹤0.01% 697

Other funds holding PNR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return