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
Q2 		$2.76M Sell
35,011
-46,228
-57% -$3.39M ﹤0.01% 1210
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 $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

Focus Partners Wealth's P Position: Q2 2026 in Review

Focus Partners Wealth reduced its Everpure Inc (P) stake by 57% in Q2 2026, selling an estimated $3.39M and leaving 35,011 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Focus Partners Wealth first reported a position in P in Q2 2024 and has held it in 7 quarters since. The position peaked at $11.9M in Q4 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Focus Partners Wealth held 35,011 shares of Everpure Inc worth $2.76M as of Q2 2026.
  • Focus Partners Wealth sold 46,228 Everpure Inc shares in Q2 2026, an estimated $3.39M.
  • Everpure Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1210 holding.
  • Focus Partners Wealth first reported a position in Everpure Inc in Q2 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Everpure Inc position peaked at $11.9M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

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