BBPWM
P

Blue Bell Private Wealth Management’s Everpure Inc P Stock Holding History

Blue Bell Private 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
Q2 		$27.5K Sell
349
-9
-3% -$660 ﹤0.01% 496
2026
Q1 		$21.1K Buy
+358
New +$24.2K ﹤0.01% 506

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 $3.37T AUM 44.26% 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

Blue Bell Private Wealth Management's P Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Everpure Inc (P) stake by 2.5% in Q2 2026, selling an estimated $660 and leaving 349 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Blue Bell Private Wealth Management first reported a position in P in Q1 2026 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Blue Bell Private Wealth Management held 349 shares of Everpure Inc worth $27.5K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 9 Everpure Inc shares in Q2 2026, an estimated $660.
  • Everpure Inc made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #496 holding.
  • Blue Bell Private Wealth Management first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.