CA
P

Continuum Advisory’s Everpure Inc P Stock Holding History

Continuum Advisory’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
-66
Closed -$2.92K – 1273
2025
Q1 		$2.92K Buy
66
+16
+32% +$965 ﹤0.01% 1234
2024
Q4 		$3.07K Buy
+50
New +$2.79K ﹤0.01% 1277

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Continuum Advisory's P Position: Q2 2025 in Review

Continuum Advisory sold out of Everpure Inc (P) in Q2 2025, closing a stake of 66 shares — an estimated $2.92K sold.

Continuum Advisory first reported a position in P in Q4 2024 and held it in 2 quarters. The position peaked at $3.07K in Q4 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Continuum Advisory reported no remaining Everpure Inc position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 66 Everpure Inc shares in Q2 2025, an estimated $2.92K.
  • Continuum Advisory first reported a position in Everpure Inc in Q4 2024 and held it in 2 quarters.
  • Continuum Advisory's Everpure Inc position peaked at $3.07K in Q4 2024.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.