BAM
P

Belpointe Asset Management’s Everpure Inc P Stock Holding History

Belpointe Asset 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
2025
Q4 		– Sell
-3,023
Closed -$253K – 1092
2025
Q3 		$253K Buy
+3,023
New +$201K 0.01% 844
2023
Q2 		– Sell
-309
Closed -$7.88K – 2653
2023
Q1 		$7.88K Buy
309
+159
+106% +$4.29K ﹤0.01% 2834
2022
Q4 		$4.01K Sell
150
-15,751
-99% -$458K ﹤0.01% 3014
2022
Q3 		$436K Sell
15,901
-5,636
-26% -$159K 0.03% 559
2022
Q2 		$554K Buy
+21,537
New +$596K 0.04% 446

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Belpointe Asset Management's P Position: Q4 2025 in Review

Belpointe Asset Management sold out of Everpure Inc (P) in Q4 2025, closing a stake of 3,023 shares — an estimated $253K sold.

Belpointe Asset Management first reported a position in P in Q2 2022 and held it in 5 quarters. The position peaked at $554K in Q2 2022. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Belpointe Asset Management reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 3,023 Everpure Inc shares in Q4 2025, an estimated $253K.
  • Belpointe Asset Management first reported a position in Everpure Inc in Q2 2022 and held it in 5 quarters.
  • Belpointe Asset Management's Everpure Inc position peaked at $554K in Q2 2022.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.