BWA
P

Bordeaux Wealth Advisors’s Everpure Inc P Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$1.18M Buy
20,478
+2,699
+15% +$134K 0.15% 53
2025
Q1 		$787K Buy
+17,779
New +$1.07M 0.15% 67

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's P Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Everpure Inc (P) stake by 15% in Q2 2025, buying an estimated $134K and bringing the position to 20,478 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #53.

Bordeaux Wealth Advisors first reported a position in P in Q1 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Bordeaux Wealth Advisors held 20,478 shares of Everpure Inc worth $1.18M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 2,699 Everpure Inc shares in Q2 2025, an estimated $134K.
  • Everpure Inc made up 0.15% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #53 holding.
  • Bordeaux Wealth Advisors first reported a position in Everpure Inc in Q1 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.