Envestnet Portfolio Solutions
P

Envestnet Portfolio Solutions’s Everpure Inc P Stock Holding History

Envestnet Portfolio Solutions’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 		$785K Sell
9,967
-936
-9% -$68.6K ﹤0.01% 802
2026
Q1 		$644K Sell
10,903
-1,992
-15% -$135K ﹤0.01% 794
2025
Q4 		$864K Sell
12,895
-1,347
-9% -$113K ﹤0.01% 810
2025
Q3 		$1.19M Sell
14,242
-1,275
-8% -$84.8K ﹤0.01% 684
2025
Q2 		$893K Buy
15,517
+5,603
+57% +$279K ﹤0.01% 831
2025
Q1 		$439K Sell
9,914
-1,895
-16% -$114K ﹤0.01% 1111
2024
Q4 		$725K Buy
11,809
+1,601
+16% +$89.2K ﹤0.01% 1065
2024
Q3 		$513K Sell
10,208
-1,443
-12% -$81.6K ﹤0.01% 1196
2024
Q2 		$748K Buy
+11,651
New +$674K ﹤0.01% 965

Other funds holding P

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Envestnet Portfolio Solutions's P Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Everpure Inc (P) stake by 8.6% in Q2 2026, selling an estimated $68.6K and leaving 9,967 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Envestnet Portfolio Solutions first reported a position in P in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 135 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,967 shares of Everpure Inc worth $785K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 936 Everpure Inc shares in Q2 2026, an estimated $68.6K.
  • Everpure Inc made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #802 holding.
  • Envestnet Portfolio Solutions first reported a position in Everpure Inc in Q2 2024 and has held it in 9 quarters since.
  • Envestnet Portfolio Solutions's Everpure Inc position peaked at $1.19M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.