CCG
P

Coastwise Capital Group’s Everpure Inc P Stock Holding History

Coastwise Capital Group’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
Q4 		– Sell
-3,159
Closed -$265K – 240
2025
Q3 		$265K Buy
+3,159
New +$210K 0.19% 105
2024
Q3 		– Sell
-3,159
Closed -$203K – 127
2024
Q2 		$203K Buy
+3,159
New +$183K 0.19% 111

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
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coastwise Capital Group's P Position: Q4 2025 in Review

Coastwise Capital Group sold out of Everpure Inc (P) in Q4 2025, closing a stake of 3,159 shares — an estimated $265K sold.

Coastwise Capital Group first reported a position in P in Q2 2024 and held it in 2 quarters. The position peaked at $265K in Q3 2025. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Coastwise Capital Group reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Coastwise Capital Group sold 3,159 Everpure Inc shares in Q4 2025, an estimated $265K.
  • Coastwise Capital Group first reported a position in Everpure Inc in Q2 2024 and held it in 2 quarters.
  • Coastwise Capital Group's Everpure Inc position peaked at $265K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Coastwise Capital Group's 13F filing for Q4 2025, filed 12 Feb 2026.