FSM Wealth Advisors’s Everpure Inc P Stock Holding History

FSM Wealth Advisors’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
2025 Q4	–	Sell	-3,063	Closed	-$257K	–	327
2025 Q3	$257K	Buy	+3,063	New	+$204K	0.04%	267

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

FSM Wealth Advisors's P Position: Q4 2025 in Review

FSM Wealth Advisors sold out of Everpure Inc (P) in Q4 2025, closing a stake of 3,063 shares — an estimated $257K sold.

FSM Wealth Advisors first reported a position in P in Q3 2025 and held it in 1 quarter. The position peaked at $257K in Q3 2025. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

FSM Wealth Advisors reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
FSM Wealth Advisors sold 3,063 Everpure Inc shares in Q4 2025, an estimated $257K.
FSM Wealth Advisors first reported a position in Everpure Inc in Q3 2025 and held it in 1 quarter.
FSM Wealth Advisors's Everpure Inc position peaked at $257K in Q3 2025.
788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on FSM Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.