BPA
P

Beacon Pointe Advisors’s Everpure Inc P Stock Holding History

Beacon Pointe Advisors’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 		$968K Buy
16,394
+6,568
+67% +$445K 0.01% 1011
2025
Q4 		$658K Sell
9,826
-107
-1% -$8.94K ﹤0.01% 986
2025
Q3 		$832K Sell
9,933
-3,240
-25% -$215K 0.01% 832
2025
Q2 		$759K Buy
13,173
+662
+5% +$32.9K 0.01% 751
2025
Q1 		$554K Sell
12,511
-79
-0.6% -$4.76K 0.01% 823
2024
Q4 		$773K Buy
12,590
+2,723
+28% +$152K 0.01% 709
2024
Q3 		$496K Sell
9,867
-4,369
-31% -$247K 0.01% 862
2024
Q2 		$914K Buy
14,236
+900
+7% +$52.1K 0.01% 668
2024
Q1 		$693K Buy
13,336
+17
+0.1% +$759 0.01% 792
2023
Q4 		$475K Sell
13,319
-75
-0.6% -$2.63K 0.01% 922
2023
Q3 		$477K Buy
13,394
+1,270
+10% +$47.1K 0.01% 896
2023
Q2 		$446K Sell
12,124
-1,184
-9% -$33.5K 0.01% 750
2023
Q1 		$339K Buy
13,308
+1,151
+9% +$31.1K 0.01% 890
2022
Q4 		$325K Hold
12,157
– – 0.01% 838
2022
Q3 		$333K Buy
12,157
+235
+2% +$6.64K 0.01% 768
2022
Q2 		$305K Buy
11,922
+445
+4% +$12.3K 0.01% 818
2022
Q1 		$405K Buy
11,477
+240
+2% +$6.99K 0.01% 871
2021
Q4 		$366K Sell
11,237
-121
-1% -$3.51K 0.01% 660
2021
Q3 		$286K Buy
+11,358
New +$251K 0.01% 722

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

Beacon Pointe Advisors's P Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Everpure Inc (P) stake by 67% in Q1 2026, buying an estimated $445K and bringing the position to 16,394 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #1011.

Beacon Pointe Advisors first reported a position in P in Q3 2021 and has held it in 19 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Beacon Pointe Advisors held 16,394 shares of Everpure Inc worth $968K as of Q1 2026.
  • Beacon Pointe Advisors bought 6,568 Everpure Inc shares in Q1 2026, an estimated $445K.
  • Everpure Inc made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1011 holding.
  • Beacon Pointe Advisors first reported a position in Everpure Inc in Q3 2021 and has held it in 19 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.