Wealthfront Advisers
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Wealthfront Advisers’s Pentair PNR Stock Holding History

Wealthfront Advisers’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 		$476K Buy
5,460
+362
+7% +$35.5K ﹤0.01% 846
2025
Q4 		$531K Buy
5,098
+121
+2% +$12.9K ﹤0.01% 809
2025
Q3 		$551K Buy
4,977
+324
+7% +$34.6K ﹤0.01% 804
2025
Q2 		$478K Buy
4,653
+929
+25% +$86.7K ﹤0.01% 809
2025
Q1 		$326K Buy
3,724
+1,144
+44% +$109K ﹤0.01% 838
2024
Q4 		$260K Buy
2,580
+338
+15% +$34.7K ﹤0.01% 854
2024
Q3 		$219K Buy
+2,242
New +$192K ﹤0.01% 865
2022
Q1 		– Sell
-3,972
Closed -$290K – 808
2021
Q4 		$290K Sell
3,972
-769
-16% -$56.7K ﹤0.01% 688
2021
Q3 		$345K Buy
4,741
+749
+19% +$55.9K ﹤0.01% 603
2021
Q2 		$269K Buy
3,992
+311
+8% +$20.6K ﹤0.01% 584
2021
Q1 		$229K Buy
+3,681
New +$211K ﹤0.01% 530

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