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
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 $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

Bay Harbor Wealth Management's P Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Everpure Inc (P) stake by 113% in Q1 2026, buying an estimated $1.22K and bringing the position to 34 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Bay Harbor Wealth Management first reported a position in P in Q1 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Bay Harbor Wealth Management held 34 shares of Everpure Inc worth $2.01K as of Q1 2026.
  • Bay Harbor Wealth Management bought 18 Everpure Inc shares in Q1 2026, an estimated $1.22K.
  • Everpure Inc made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #567 holding.
  • Bay Harbor Wealth Management first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.