AWAU
P

Alliance Wealth Advisors (Utah)’s Everpure Inc P Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q4 		– Sell
-4,477
Closed -$375K – 289
2025
Q3 		$375K Sell
4,477
-783
-15% -$52.1K 0.09% 206
2025
Q2 		$303K Sell
5,260
-186
-3% -$9.26K 0.07% 222
2025
Q1 		$241K Sell
5,446
-446
-8% -$26.9K 0.06% 237
2024
Q4 		$362K Sell
5,892
-232
-4% -$12.9K 0.09% 197
2024
Q3 		$308K Sell
6,124
-8
-0.1% -$452 0.08% 210
2024
Q2 		$394K Buy
+6,132
New +$355K 0.12% 167

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alliance Wealth Advisors (Utah)'s P Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Everpure Inc (P) in Q4 2025, closing a stake of 4,477 shares — an estimated $375K sold.

Alliance Wealth Advisors (Utah) first reported a position in P in Q2 2024 and held it in 6 quarters. The position peaked at $394K in Q2 2024. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,477 Everpure Inc shares in Q4 2025, an estimated $375K.
  • Alliance Wealth Advisors (Utah) first reported a position in Everpure Inc in Q2 2024 and held it in 6 quarters.
  • Alliance Wealth Advisors (Utah)'s Everpure Inc position peaked at $394K in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.