CWM
P

Congress Wealth Management’s Everpure Inc P Stock Holding History

Congress 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 		$9.49M Sell
164,768
-43,693
-21% -$2.17M 0.09% 258
2025
Q1 		$9.23M Sell
208,461
-34,212
-14% -$2.06M 0.11% 222
2024
Q4 		$14.9M Sell
242,673
-4,564
-2% -$254K 0.2% 141
2024
Q3 		$12.4M Sell
247,237
-2,208
-0.9% -$125K 0.17% 182
2024
Q2 		$16M Buy
+249,445
New +$14.4M 0.25% 110

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

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

Congress Wealth Management reduced its Everpure Inc (P) stake by 21% in Q2 2025, selling an estimated $2.17M and leaving 164,768 shares worth $9.49M. The position accounts for 0.09% of the portfolio, ranked #258.

Congress Wealth Management first reported a position in P in Q2 2024 and has held it in 5 quarters since. The position peaked at $16M in Q2 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Congress Wealth Management held 164,768 shares of Everpure Inc worth $9.49M as of Q2 2025.
  • Congress Wealth Management sold 43,693 Everpure Inc shares in Q2 2025, an estimated $2.17M.
  • Everpure Inc made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #258 holding.
  • Congress Wealth Management first reported a position in Everpure Inc in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Everpure Inc position peaked at $16M in Q2 2024.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.