Cypress Wealth Services’s Everpure Inc P Stock Holding History

Cypress Wealth Services’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	-2,491	Closed	-$209K	–	399
2025 Q3	$209K	Buy	+2,491	New	+$166K	0.03%	327

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cypress Wealth Services's P Position: Q4 2025 in Review

Cypress Wealth Services sold out of Everpure Inc (P) in Q4 2025, closing a stake of 2,491 shares — an estimated $209K sold.

Cypress Wealth Services first reported a position in P in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

Cypress Wealth Services reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
Cypress Wealth Services sold 2,491 Everpure Inc shares in Q4 2025, an estimated $209K.
Cypress Wealth Services first reported a position in Everpure Inc in Q3 2025 and held it in 1 quarter.
Cypress Wealth Services's Everpure Inc position peaked at $209K in Q3 2025.
788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Cypress Wealth Services's 13F filing for Q4 2025, filed 14 Jan 2026.