AAM
P

Advisors Asset Management’s Everpure Inc P Stock Holding History

Advisors Asset Management’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
Q1 		$1.13M Sell
19,132
-2,120
-10% -$144K 0.02% 768
2025
Q4 		$1.42M Buy
21,252
+398
+2% +$33.2K 0.02% 698
2025
Q3 		$1.75M Sell
20,854
-78
-0.4% -$5.19K 0.03% 631
2025
Q2 		$1.21M Buy
20,932
+1,087
+5% +$54.1K 0.02% 719
2025
Q1 		$879K Buy
19,845
+16,614
+514% +$1M 0.02% 784
2024
Q4 		$198K Buy
3,231
+2,569
+388% +$143K ﹤0.01% 1121
2024
Q3 		$33.3K Sell
662
-215
-25% -$12.2K ﹤0.01% 1341
2024
Q2 		$56.3K Sell
877
-6
-0.7% -$347 ﹤0.01% 1270
2024
Q1 		$45.9K Sell
883
-178
-17% -$7.95K ﹤0.01% 1296
2023
Q4 		$37.8K Sell
1,061
-400
-27% -$14K ﹤0.01% 1310
2023
Q3 		$52K Sell
1,461
-548
-27% -$20.3K ﹤0.01% 1276
2023
Q2 		$74K Sell
2,009
-861
-30% -$24.4K ﹤0.01% 1234
2023
Q1 		$73.2K Buy
2,870
+60
+2% +$1.62K ﹤0.01% 1262
2022
Q4 		$75.2K Buy
2,810
+28
+1% +$814 ﹤0.01% 1289
2022
Q3 		$76K Buy
2,782
+379
+16% +$10.7K ﹤0.01% 1307
2022
Q2 		$62K Buy
2,403
+579
+32% +$16K ﹤0.01% 1346
2022
Q1 		$64K Buy
+1,824
New +$53.1K ﹤0.01% 1392

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisors Asset Management's P Position: Q1 2026 in Review

Advisors Asset Management reduced its Everpure Inc (P) stake by 10% in Q1 2026, selling an estimated $144K and leaving 19,132 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #768.

Advisors Asset Management first reported a position in P in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.75M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Advisors Asset Management held 19,132 shares of Everpure Inc worth $1.13M as of Q1 2026.
  • Advisors Asset Management sold 2,120 Everpure Inc shares in Q1 2026, an estimated $144K.
  • Everpure Inc made up 0.02% of Advisors Asset Management's portfolio in Q1 2026, its #768 holding.
  • Advisors Asset Management first reported a position in Everpure Inc in Q1 2022 and has held it in 17 quarters since.
  • Advisors Asset Management's Everpure Inc position peaked at $1.75M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.