WWP
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WR Wealth Planners’s Pentair PNR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$16.3K Buy
162
+150
+1,250% +$15.4K 0.01% 515
2024
Q3 		$1.17K Hold
12
– – ﹤0.01% 958
2024
Q2 		$920 Hold
12
– – ﹤0.01% 964
2024
Q1 		$1.02K Buy
+12
New +$909 ﹤0.01% 966

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's PNR Position: Q4 2024 in Review

WR Wealth Planners increased its Pentair (PNR) stake by 1,250% in Q4 2024, buying an estimated $15.4K and bringing the position to 162 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #515.

WR Wealth Planners first reported a position in PNR in Q1 2024 and has held it in 4 quarters since. 716 funds tracked by Wall St. Rank hold PNR as of Q4 2024.

  • WR Wealth Planners held 162 shares of Pentair worth $16.3K as of Q4 2024.
  • WR Wealth Planners bought 150 Pentair shares in Q4 2024, an estimated $15.4K.
  • Pentair made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #515 holding.
  • WR Wealth Planners first reported a position in Pentair in Q1 2024 and has held it in 4 quarters since.
  • 716 funds tracked by Wall St. Rank held Pentair as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.