DWM
P

Dogwood Wealth Management’s Everpure Inc P Stock Holding History

Dogwood 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
Q4 		– Sell
-2
Closed -$168 – 809
2025
Q3 		$168 Buy
+2
New +$133 ﹤0.01% 702

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

Dogwood Wealth Management's P Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Everpure Inc (P) in Q4 2025, closing a stake of 2 shares — an estimated $168 sold.

Dogwood Wealth Management first reported a position in P in Q3 2025 and held it in 1 quarter. The position peaked at $168 in Q3 2025. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 Everpure Inc shares in Q4 2025, an estimated $168.
  • Dogwood Wealth Management first reported a position in Everpure Inc in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Everpure Inc position peaked at $168 in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.