BHWM
P

Bay Harbor Wealth Management’s Everpure Inc P Stock Holding History

Bay Harbor Wealth 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
Q2 		$2.68K Hold
34
– – ﹤0.01% 574
2026
Q1 		$2.01K Buy
34
+18
+113% +$1.22K ﹤0.01% 567
2025
Q4 		$1.07K Buy
16
+4
+33% +$334 ﹤0.01% 621
2025
Q3 		$1K Buy
12
+1
+9% +$67 ﹤0.01% 530
2025
Q2 		$633 Buy
11
+5
+83% +$249 ﹤0.01% 570
2025
Q1 		$265 Buy
+6
New +$362 ﹤0.01% 588

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bay Harbor Wealth Management's P Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Everpure Inc (P) position steady in Q2 2026 at 34 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Bay Harbor Wealth Management first reported a position in P in Q1 2025 and has held it in 6 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Bay Harbor Wealth Management held 34 shares of Everpure Inc worth $2.68K as of Q2 2026.
  • Bay Harbor Wealth Management left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Bay Harbor Wealth Management first reported a position in Everpure Inc in Q1 2025 and has held it in 6 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.