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
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 Sell
1,085
-595
-35% -$20.9K ﹤0.01% 803
2023
Q3 		$59.8K Buy
1,680
+497
+42% +$18.4K ﹤0.01% 852
2023
Q2 		$43.6K Buy
+1,183
New +$33.5K ﹤0.01% 756

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

Clearstead Advisors's P Position: Q1 2026 in Review

Clearstead Advisors reduced its Everpure Inc (P) stake by 88% in Q1 2026, selling an estimated $74K and leaving 147 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Clearstead Advisors first reported a position in P in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.82M in Q1 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Clearstead Advisors held 147 shares of Everpure Inc worth $8.68K as of Q1 2026.
  • Clearstead Advisors sold 1,093 Everpure Inc shares in Q1 2026, an estimated $74K.
  • Everpure Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1627 holding.
  • Clearstead Advisors first reported a position in Everpure Inc in Q2 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's Everpure Inc position peaked at $8.82M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.