Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Pentair PNR Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.63M Buy
60,801
+16,553
+37% +$1.31M 0.01% 1058
2026
Q1 		$3.8M Sell
44,248
-18,610
-30% -$1.82M 0.01% 1038
2025
Q4 		$6.57M Sell
62,858
-27,157
-30% -$2.9M 0.01% 884
2025
Q3 		$9.96M Buy
90,015
+5,364
+6% +$573K 0.02% 657
2025
Q2 		$9.05M Buy
84,651
+1,571
+2% +$147K 0.02% 674
2025
Q1 		$7.27M Sell
83,080
-8,657
-9% -$825K 0.01% 699
2024
Q4 		$9.23M Buy
91,737
+6,504
+8% +$667K 0.02% 586
2024
Q3 		$8.33M Buy
85,233
+4,304
+5% +$368K 0.02% 573
2024
Q2 		$6.2M Sell
80,929
-1,342
-2% -$108K 0.01% 629
2024
Q1 		$7.03M Sell
82,271
-8,812
-10% -$668K 0.02% 572
2023
Q4 		$6.62M Buy
91,083
+70
+0.1% +$4.52K 0.02% 531
2023
Q3 		$5.89M Buy
+91,013
New +$6.13M 0.02% 542
2021
Q4 		– Sell
-16,933
Closed -$1.26M – 329
2021
Q3 		$1.26M Buy
+16,933
New +$1.26M 0.02% 195

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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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return