BFA
P

Beaumont Financial Advisors’s Everpure Inc P Stock Holding History

Beaumont Financial 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
Q2 		$400K Sell
5,081
-310
-6% -$22.7K 0.03% 272
2026
Q1 		$318K Buy
5,391
+969
+22% +$65.6K 0.02% 286
2025
Q4 		$296K Buy
4,422
+1,036
+31% +$86.5K 0.02% 298
2025
Q3 		$284K Buy
+3,386
New +$225K 0.02% 324

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 $3.38T AUM 44.17% 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

Beaumont Financial Advisors's P Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Everpure Inc (P) stake by 5.8% in Q2 2026, selling an estimated $22.7K and leaving 5,081 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #272.

Beaumont Financial Advisors first reported a position in P in Q3 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Beaumont Financial Advisors held 5,081 shares of Everpure Inc worth $400K as of Q2 2026.
  • Beaumont Financial Advisors sold 310 Everpure Inc shares in Q2 2026, an estimated $22.7K.
  • Everpure Inc made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #272 holding.
  • Beaumont Financial Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.