Bell Investment Advisors’s Everpure Inc P Stock Holding History

Bell Investment 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	$10.2K	Hold	172	–	–	﹤0.01%	676
2025 Q4	$11.5K	Hold	172	–	–	﹤0.01%	638
2025 Q3	$14.4K	Sell	172 -96	-36%	-$6.38K	﹤0.01%	509
2025 Q2	$15.4K	Buy	268 +31	+13%	+$1.54K	﹤0.01%	509
2025 Q1	$10.5K	Hold	237	–	–	﹤0.01%	582
2024 Q4	$14.6K	Buy	237 +8	+3%	+$446	﹤0.01%	472
2024 Q3	$11.5K	Buy	229 +10	+5%	+$565	﹤0.01%	562
2024 Q2	$14.1K	Hold	219	–	–	﹤0.01%	482
2024 Q1	$11.4K	Buy	219 +53	+32%	+$2.37K	﹤0.01%	537
2023 Q4	$5.92K	Hold	166	–	–	﹤0.01%	787
2023 Q3	$5.91K	Sell	166 -26	-14%	-$964	﹤0.01%	722
2023 Q2	$7.07K	Buy	192 +22	+13%	+$623	﹤0.01%	645
2023 Q1	$4.34K	Hold	170	–	–	﹤0.01%	848
2022 Q4	$4.55K	Hold	170	–	–	﹤0.01%	860
2022 Q3	$5K	Sell	170 -15	-8%	-$424	﹤0.01%	703
2022 Q2	$5K	Buy	+185	New	+$5.12K	﹤0.01%	730
2021 Q4	$6K	Buy	185 +15	+9%	+$435	﹤0.01%	706
2021 Q3	$4K	Buy	+170	New	+$3.75K	﹤0.01%	817

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bell Investment Advisors's P Position: Q1 2026 in Review

Bell Investment Advisors held its Everpure Inc (P) position steady in Q1 2026 at 172 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Bell Investment Advisors first reported a position in P in Q3 2021 and has held it in 18 quarters since. The position peaked at $15.4K in Q2 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Bell Investment Advisors held 172 shares of Everpure Inc worth $10.2K as of Q1 2026.
Bell Investment Advisors left its Everpure Inc share count unchanged in Q1 2026.
Everpure Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #676 holding.
Bell Investment Advisors first reported a position in Everpure Inc in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Everpure Inc position peaked at $15.4K in Q2 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.