Stephens Consulting’s Pentair PNR Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-5	Closed	-$514	–	961
2025 Q2	$514	Buy	+5	New	+$467	﹤0.01%	897
2022 Q1	–	Sell	-42	Closed	-$3.07K	–	662
2021 Q4	$3.07K	Buy	+42	New	+$3.1K	﹤0.01%	561

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Stephens Consulting's PNR Position: Q3 2025 in Review

Stephens Consulting sold out of Pentair (PNR) in Q3 2025, closing a stake of 5 shares — an estimated $514 sold.

Stephens Consulting first reported a position in PNR in Q4 2021 and held it in 2 quarters. The position peaked at $3.07K in Q4 2021. 765 funds tracked by Wall St. Rank hold PNR as of Q3 2025.

Stephens Consulting reported no remaining Pentair position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 5 Pentair shares in Q3 2025, an estimated $514.
Stephens Consulting first reported a position in Pentair in Q4 2021 and held it in 2 quarters.
Stephens Consulting's Pentair position peaked at $3.07K in Q4 2021.
765 funds tracked by Wall St. Rank held Pentair as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.