Bogart Wealth LLC’s Everpure Inc P Stock Holding History

Bogart Wealth LLC’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	$2.84K	Buy	36 +13	+57%	+$953	﹤0.01%	1360
2026 Q1	$1.36K	Buy	23 +2	+10%	+$135	﹤0.01%	1372
2025 Q4	$1.41K	Hold	21	–	–	﹤0.01%	1245
2025 Q3	$1.76K	Buy	21 +9	+75%	+$599	﹤0.01%	1182
2025 Q2	$691	Buy	+12	New	+$597	﹤0.01%	1273
2025 Q1	–	Sell	-17	Closed	-$1.04K	–	1498
2024 Q4	$1.04K	Buy	+17	New	+$947	﹤0.01%	1194
2022 Q4	–	Sell	-300	Closed	-$8K	–	1167
2022 Q3	$8K	Buy	300 +129	+75%	+$3.65K	﹤0.01%	606
2022 Q2	$4K	Buy	+171	New	+$4.73K	﹤0.01%	693

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's P Position: Q2 2026 in Review

Bogart Wealth LLC increased its Everpure Inc (P) stake by 57% in Q2 2026, buying an estimated $953 and bringing the position to 36 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Bogart Wealth LLC first reported a position in P in Q2 2022 and has held it in 8 quarters since. The position peaked at $8K in Q3 2022. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

Bogart Wealth LLC held 36 shares of Everpure Inc worth $2.84K as of Q2 2026.
Bogart Wealth LLC bought 13 Everpure Inc shares in Q2 2026, an estimated $953.
Everpure Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1360 holding.
Bogart Wealth LLC first reported a position in Everpure Inc in Q2 2022 and has held it in 8 quarters since.
Bogart Wealth LLC's Everpure Inc position peaked at $8K in Q3 2022.
817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.