DAS
P

Diversify Advisory Services’s Everpure Inc P Stock Holding History

Diversify Advisory 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
2026
Q2 		$283K Buy
+3,810
New +$279K ﹤0.01% 1074
2026
Q1 		– Sell
-4,581
Closed -$334K – 682
2025
Q4 		$334K Sell
4,581
-11,767
-72% -$983K 0.01% 726
2025
Q3 		$1.61M Buy
+16,348
New +$1.09M 0.05% 255

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Diversify Advisory Services's P Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Everpure Inc (P) in Q2 2026: 3,810 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in P as recently as Q4 2025.

Diversify Advisory Services first reported a position in P in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Diversify Advisory Services held 3,810 shares of Everpure Inc worth $283K as of Q2 2026.
  • Everpure Inc was a new Diversify Advisory Services position in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1074 holding.
  • Diversify Advisory Services first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • Diversify Advisory Services's Everpure Inc position peaked at $1.61M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.