AssetMark Inc’s Everpure Inc P Stock Holding History

AssetMark Inc’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	$42.7K	Buy	723 +262	+57%	+$17.7K	﹤0.01%	1804
2025 Q4	$30.9K	Buy	461 +120	+35%	+$10K	﹤0.01%	1867
2025 Q3	$28.6K	Buy	341 +222	+187%	+$14.8K	﹤0.01%	1823
2025 Q2	$6.85K	Buy	119 +91	+325%	+$4.53K	﹤0.01%	2050
2025 Q1	$1.24K	Sell	28 -10	-26%	-$603	﹤0.01%	2262
2024 Q4	$2.33K	Buy	38 +26	+217%	+$1.45K	﹤0.01%	2085
2024 Q3	$603	Buy	+12	New	+$678	﹤0.01%	2065
2024 Q1	–	Sell	-4	Closed	-$143	–	2077
2023 Q4	$143	Sell	4 -2	-33%	-$70	﹤0.01%	1800
2023 Q3	$214	Buy	+6	New	+$223	﹤0.01%	1624
2022 Q1	–	Sell	-46	Closed	-$1K	–	1701
2021 Q4	$1K	Buy	+46	New	+$1.33K	﹤0.01%	1460

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AssetMark Inc's P Position: Q1 2026 in Review

AssetMark Inc increased its Everpure Inc (P) stake by 57% in Q1 2026, buying an estimated $17.7K and bringing the position to 723 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

AssetMark Inc first reported a position in P in Q4 2021 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

AssetMark Inc held 723 shares of Everpure Inc worth $42.7K as of Q1 2026.
AssetMark Inc bought 262 Everpure Inc shares in Q1 2026, an estimated $17.7K.
Everpure Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1804 holding.
AssetMark Inc first reported a position in Everpure Inc in Q4 2021 and has held it in 10 quarters since.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.