180 Wealth Advisors’s Everpure Inc P Stock Holding History

180 Wealth Advisors’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158K	Buy	+2,000	New	+$147K	0.02%	472
2022 Q1	–	Sell	-2,000	Closed	-$50K	–	389
2021 Q4	$50K	Hold	2,000	–	–	0.01%	373
2021 Q3	$17K	Sell	2,000 -100	-5%	-$2.21K	﹤0.01%	380
2021 Q2	$8K	Buy	+2,100	New	+$41.3K	﹤0.01%	364
2021 Q1	–	Sell	-100	Closed	-$1K	–	358
2020 Q4	$1K	Buy	+100	New	+$1.92K	﹤0.01%	311

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

180 Wealth Advisors's P Position: Q2 2026 in Review

180 Wealth Advisors reduced its Everpure Inc (P) stake by 0.08% in Q2 2026, selling an estimated $3.44K and leaving 59,759 shares worth $4.71M. The position accounts for 0.47% of the portfolio, ranked #52.

180 Wealth Advisors first reported a position in P in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.07M in Q3 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

180 Wealth Advisors held 59,759 shares of Everpure Inc worth $4.71M as of Q2 2026.
180 Wealth Advisors sold 47 Everpure Inc shares in Q2 2026, an estimated $3.44K.
Everpure Inc made up 0.47% of 180 Wealth Advisors's portfolio in Q2 2026, its #52 holding.
180 Wealth Advisors first reported a position in Everpure Inc in Q4 2020 and has held it in 23 quarters since.
180 Wealth Advisors's Everpure Inc position peaked at $5.07M in Q3 2025.
817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.