Clearstead Trust’s Everpure Inc P Stock Holding History

Clearstead Trust’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	–	Sell	-15	Closed	-$665	–	1532
2025 Q1	$665	Buy	+15	New	+$905	﹤0.01%	849

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clearstead Trust's P Position: Q2 2025 in Review

Clearstead Trust sold out of Everpure Inc (P) in Q2 2025, closing a stake of 15 shares — an estimated $665 sold.

Clearstead Trust first reported a position in P in Q1 2025 and held it in 1 quarter. The position peaked at $665 in Q1 2025. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

Clearstead Trust reported no remaining Everpure Inc position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 15 Everpure Inc shares in Q2 2025, an estimated $665.
Clearstead Trust first reported a position in Everpure Inc in Q1 2025 and held it in 1 quarter.
Clearstead Trust's Everpure Inc position peaked at $665 in Q1 2025.
694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.