SWM
PNR icon

Spire Wealth Management’s Pentair PNR Stock Holding History

Spire 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
2026
Q2 		$1.53K Sell
20
-1
-5% -$79 ﹤0.01% 2058
2026
Q1 		$1.83K Sell
21
-22
-51% -$2.16K ﹤0.01% 2056
2025
Q4 		$4.5K Sell
43
-54
-56% -$5.77K ﹤0.01% 1937
2025
Q3 		$10.7K Sell
97
-3
-3% -$320 ﹤0.01% 1722
2025
Q2 		$10.3K Sell
100
-16,328
-99% -$1.52M ﹤0.01% 1713
2025
Q1 		$1.44M Buy
16,428
+15,793
+2,487% +$1.51M 0.05% 326
2024
Q4 		$63.9K Buy
+635
New +$65.1K ﹤0.01% 1192
2022
Q2 		– Sell
-139
Closed -$8K – 2800
2022
Q1 		$8K Sell
139
-184
-57% -$11.1K ﹤0.01% 2119
2021
Q4 		$24K Buy
323
+166
+106% +$12.2K ﹤0.01% 2055
2021
Q3 		$11K Hold
157
– – ﹤0.01% 2072
2021
Q2 		$11K Sell
157
-130
-45% -$8.6K ﹤0.01% 2084
2021
Q1 		$18K Buy
+287
New +$16.5K ﹤0.01% 2195

Other funds holding PNR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return