Atria Wealth Solutions’s Everpure Inc P Stock Holding History

Atria Wealth Solutions’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 Q2	$835K	Sell	14,510 -322	-2%	-$16K	0.02%	716
2025 Q1	$657K	Sell	14,832 -2,526	-15%	-$152K	0.01%	1064
2024 Q4	$1.07M	Buy	17,358 +258	+2%	+$14.4K	0.01%	901
2024 Q3	$859K	Sell	17,100 -3,547	-17%	-$201K	0.01%	969
2024 Q2	$1.33M	Buy	20,647 +9,997	+94%	+$579K	0.01%	779
2024 Q1	$554K	Buy	+10,650	New	+$476K	0.01%	1211
2023 Q3	–	Sell	-5,986	Closed	-$220K	–	1957
2023 Q2	$220K	Buy	+5,986	New	+$170K	﹤0.01%	1631
2022 Q2	–	Sell	-6,422	Closed	-$227K	–	1839
2022 Q1	$227K	Buy	+6,422	New	+$187K	﹤0.01%	1497

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

DGI

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's P Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Everpure Inc (P) stake by 2.2% in Q2 2025, selling an estimated $16K and leaving 14,510 shares worth $835K. The position accounts for 0.02% of the portfolio, ranked #716.

Atria Wealth Solutions first reported a position in P in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.33M in Q2 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

Atria Wealth Solutions held 14,510 shares of Everpure Inc worth $835K as of Q2 2025.
Atria Wealth Solutions sold 322 Everpure Inc shares in Q2 2025, an estimated $16K.
Everpure Inc made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #716 holding.
Atria Wealth Solutions first reported a position in Everpure Inc in Q1 2022 and has held it in 8 quarters since.
Atria Wealth Solutions's Everpure Inc position peaked at $1.33M in Q2 2024.
694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.