Evolve Private Wealth’s Everpure Inc P Stock Holding History

Evolve Private Wealth’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	–	Sell	-3,731	Closed	-$220K	–	1190
2026 Q1	$220K	Sell	3,731 -638	-15%	-$43.2K	0.01%	903
2025 Q4	$293K	Buy	+4,369	New	+$365K	0.02%	731

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evolve Private Wealth's P Position: Q2 2026 in Review

Evolve Private Wealth sold out of Everpure Inc (P) in Q2 2026, closing a stake of 3,731 shares — an estimated $220K sold.

Evolve Private Wealth first reported a position in P in Q4 2025 and held it in 2 quarters. The position peaked at $293K in Q4 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

Evolve Private Wealth reported no remaining Everpure Inc position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,731 Everpure Inc shares in Q2 2026, an estimated $220K.
Evolve Private Wealth first reported a position in Everpure Inc in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Everpure Inc position peaked at $293K in Q4 2025.
817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.