BWL
P

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
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bogart Wealth LLC's P Position: Q1 2026 in Review

Bogart Wealth LLC increased its Everpure Inc (P) stake by 9.5% in Q1 2026, buying an estimated $135 and bringing the position to 23 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Bogart Wealth LLC first reported a position in P in Q2 2022 and has held it in 7 quarters since. The position peaked at $8K in Q3 2022. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Bogart Wealth LLC held 23 shares of Everpure Inc worth $1.36K as of Q1 2026.
  • Bogart Wealth LLC bought 2 Everpure Inc shares in Q1 2026, an estimated $135.
  • Everpure Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1372 holding.
  • Bogart Wealth LLC first reported a position in Everpure Inc in Q2 2022 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Everpure Inc position peaked at $8K in Q3 2022.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.