Focus Partners Wealth
P

Focus Partners Wealth’s Everpure Inc P Stock Holding History

Focus Partners 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
Q1 		$4.8M Sell
81,239
-95,718
-54% -$6.48M 0.01% 948
2025
Q4 		$11.9M Buy
176,957
+164,877
+1,365% +$13.8M 0.01% 647
2025
Q3 		$1.01M Buy
12,080
+3,867
+47% +$257K ﹤0.01% 1283
2025
Q2 		$473K Buy
+8,213
New +$409K ﹤0.01% 1467
2025
Q1 		– Sell
-8,838
Closed -$543K – 2005
2024
Q4 		$543K Buy
+8,838
New +$492K ﹤0.01% 1287
2024
Q3 		– Sell
-3,618
Closed -$232K – 1683
2024
Q2 		$232K Buy
+3,618
New +$209K ﹤0.01% 1130

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Focus Partners Wealth's P Position: Q1 2026 in Review

Focus Partners Wealth reduced its Everpure Inc (P) stake by 54% in Q1 2026, selling an estimated $6.48M and leaving 81,239 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #948.

Focus Partners Wealth first reported a position in P in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.9M in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Focus Partners Wealth held 81,239 shares of Everpure Inc worth $4.8M as of Q1 2026.
  • Focus Partners Wealth sold 95,718 Everpure Inc shares in Q1 2026, an estimated $6.48M.
  • Everpure Inc made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #948 holding.
  • Focus Partners Wealth first reported a position in Everpure Inc in Q2 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Everpure Inc position peaked at $11.9M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.