CWM
P

Centricity Wealth Management’s Everpure Inc P Stock Holding History

Centricity 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
2025
Q2 		$11.5K Hold
200
– – 0.01% 309
2025
Q1 		$8.85K Hold
200
– – 0.01% 329
2024
Q4 		$12.3K Buy
+200
New +$11.1K 0.01% 305

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's P Position: Q2 2025 in Review

Centricity Wealth Management held its Everpure Inc (P) position steady in Q2 2025 at 200 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #309.

Centricity Wealth Management first reported a position in P in Q4 2024 and has held it in 3 quarters since. The position peaked at $12.3K in Q4 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Centricity Wealth Management held 200 shares of Everpure Inc worth $11.5K as of Q2 2025.
  • Centricity Wealth Management left its Everpure Inc share count unchanged in Q2 2025.
  • Everpure Inc made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #309 holding.
  • Centricity Wealth Management first reported a position in Everpure Inc in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Everpure Inc position peaked at $12.3K in Q4 2024.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.