World Equity Group’s Pentair PNR Stock Holding History

World Equity Group’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	$264K	Hold	3,448	–	–	0.06%	329
2026 Q1	$300K	Hold	3,448	–	–	0.08%	286
2025 Q4	$359K	Hold	3,448	–	–	0.1%	223
2025 Q3	$382K	Hold	3,448	–	–	0.09%	222
2025 Q2	$354K	Sell	3,448 -26	-0.7%	-$2.43K	0.1%	217
2025 Q1	$304K	Sell	3,474 -3,476	-50%	-$331K	0.09%	226
2024 Q4	$699K	Buy	6,950 +3,476	+100%	+$356K	0.15%	144
2024 Q3	$340K	Hold	3,474	–	–	0.12%	167
2024 Q2	$266K	Hold	3,474	–	–	0.08%	219
2024 Q1	$297K	Hold	3,474	–	–	0.06%	249
2023 Q4	$253K	Hold	3,474	–	–	0.05%	281
2023 Q3	$225K	Hold	3,474	–	–	0.05%	302
2023 Q2	$224K	Buy	+3,474	New	+$200K	0.07%	275

Other funds holding PNR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return