Forum Financial Management’s Everpure Inc P Stock Holding History

Forum Financial 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
2026 Q1	–	Sell	-3,297	Closed	-$221K	–	822
2025 Q4	$221K	Sell	3,297 -160	-5%	-$13.4K	﹤0.01%	918
2025 Q3	$290K	Sell	3,457 -1,121	-24%	-$74.5K	﹤0.01%	762
2025 Q2	$264K	Buy	+4,578	New	+$228K	﹤0.01%	741
2025 Q1	–	Sell	-4,523	Closed	-$278K	–	921
2024 Q4	$278K	Buy	4,523 +353	+8%	+$19.7K	﹤0.01%	662
2024 Q3	$210K	Buy	4,170 +3	+0.1%	+$170	﹤0.01%	704
2024 Q2	$268K	Buy	4,167 +1	+0%	+$58	﹤0.01%	528
2024 Q1	$217K	Buy	+4,166	New	+$186K	﹤0.01%	666

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Forum Financial Management's P Position: Q1 2026 in Review

Forum Financial Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 3,297 shares — an estimated $221K sold.

Forum Financial Management first reported a position in P in Q1 2024 and held it in 7 quarters. The position peaked at $290K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Forum Financial Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,297 Everpure Inc shares in Q1 2026, an estimated $221K.
Forum Financial Management first reported a position in Everpure Inc in Q1 2024 and held it in 7 quarters.
Forum Financial Management's Everpure Inc position peaked at $290K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.