Waypoint Wealth Counsel’s Pentair PNR Stock Holding History

Waypoint Wealth Counsel’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	-1,978	Closed	-$219K	–	318
2025 Q3	$219K	Buy	+1,978	New	+$211K	0.09%	235

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Waypoint Wealth Counsel's PNR Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Pentair (PNR) in Q4 2025, closing a stake of 1,978 shares — an estimated $219K sold.

Waypoint Wealth Counsel first reported a position in PNR in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 784 funds tracked by Wall St. Rank hold PNR as of Q4 2025.

Waypoint Wealth Counsel reported no remaining Pentair position as of Q4 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 1,978 Pentair shares in Q4 2025, an estimated $219K.
Waypoint Wealth Counsel first reported a position in Pentair in Q3 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Pentair position peaked at $219K in Q3 2025.
784 funds tracked by Wall St. Rank held Pentair as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.