WANY
PNR icon

Wealthspire Advisors (New York)’s Pentair PNR Stock Holding History

Wealthspire Advisors (New York)’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
-298
Closed -$33K – 2382
2025
Q3 		$33K Buy
+298
New +$31.8K ﹤0.01% 1411
2019
Q1 		– Sell
-93
Closed -$4K – 605
2018
Q4 		$4K Buy
+93
New +$3.76K ﹤0.01% 691

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s PNR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pentair (PNR) in Q4 2025, closing a stake of 298 shares — an estimated $33K sold.

Wealthspire Advisors (New York) first reported a position in PNR in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q3 2025. 785 funds tracked by Wall St. Rank hold PNR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pentair position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 298 Pentair shares in Q4 2025, an estimated $33K.
  • Wealthspire Advisors (New York) first reported a position in Pentair in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Pentair position peaked at $33K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held Pentair as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.