HHM Wealth Advisors’s Everpure Inc P Stock Holding History

HHM 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 Q2	–	Sell	-17	Closed	-$753	–	924
2025 Q1	$753	Hold	17	–	–	﹤0.01%	860
2024 Q4	$1.04K	Buy	+17	New	+$947	﹤0.01%	849

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HHM Wealth Advisors's P Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Everpure Inc (P) in Q2 2025, closing a stake of 17 shares — an estimated $753 sold.

HHM Wealth Advisors first reported a position in P in Q4 2024 and held it in 2 quarters. The position peaked at $1.04K in Q4 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

HHM Wealth Advisors reported no remaining Everpure Inc position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 17 Everpure Inc shares in Q2 2025, an estimated $753.
HHM Wealth Advisors first reported a position in Everpure Inc in Q4 2024 and held it in 2 quarters.
HHM Wealth Advisors's Everpure Inc position peaked at $1.04K in Q4 2024.
694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.