CA
P

Clearstead Advisors’s Everpure Inc P Stock Holding History

Clearstead 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
2026
Q2 		$13.9M Buy
176,538
+176,391
+119,994% +$12.9M 0.13% 139
2026
Q1 		$8.68K Sell
147
-1,093
-88% -$74K ﹤0.01% 1627
2025
Q4 		$83.1K Buy
1,240
+284
+30% +$23.7K ﹤0.01% 1179
2025
Q3 		$80.1K Sell
956
-4,270
-82% -$284K ﹤0.01% 1116
2025
Q2 		$301K Sell
5,226
-193,905
-97% -$9.65M ﹤0.01% 760
2025
Q1 		$8.82M Buy
199,131
+198,856
+72,311% +$12M 0.14% 133
2024
Q4 		$16.9K Buy
275
+220
+400% +$12.3K ﹤0.01% 1438
2024
Q3 		$2.76K Hold
55
– – ﹤0.01% 1802
2024
Q2 		$3.53K Hold
55
– – ﹤0.01% 1743
2024
Q1 		$2.99K Sell
55
-1,030
-95% -$46K ﹤0.01% 1258
2023
Q4 		$38.7K Buy
1,085
+245
+29% +$8.59K ﹤0.01% 803
2023
Q3 		$29.9K Sell
840
-343
-29% -$12.7K ﹤0.01% 821
2023
Q2 		$43.6K Buy
+1,183
New +$33.5K ﹤0.01% 756

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

Clearstead Advisors's P Position: Q2 2026 in Review

Clearstead Advisors increased its Everpure Inc (P) stake by 119,994% in Q2 2026, buying an estimated $12.9M and bringing the position to 176,538 shares worth $13.9M. The position accounts for 0.13% of the portfolio, ranked #139.

Clearstead Advisors first reported a position in P in Q2 2023 and has held it in 13 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Clearstead Advisors held 176,538 shares of Everpure Inc worth $13.9M as of Q2 2026.
  • Clearstead Advisors bought 176,391 Everpure Inc shares in Q2 2026, an estimated $12.9M.
  • Everpure Inc made up 0.13% of Clearstead Advisors's portfolio in Q2 2026, its #139 holding.
  • Clearstead Advisors first reported a position in Everpure Inc in Q2 2023 and has held it in 13 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.