HighPoint Advisor Group’s Everpure Inc P Stock Holding History

HighPoint Advisor Group’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	-3,749	Closed	-$251K	–	949
2025 Q4	$251K	Sell	3,749 -353	-9%	-$29.5K	0.01%	930
2025 Q3	$344K	Sell	4,102 -1,376	-25%	-$91.5K	0.02%	490
2025 Q2	$315K	Sell	5,478 -366	-6%	-$18.2K	0.02%	502
2025 Q1	$266K	Sell	5,844 -41	-0.7%	-$2.47K	0.02%	522
2024 Q4	$396K	Buy	5,885 +157	+3%	+$8.74K	0.02%	429
2024 Q3	$292K	Buy	5,728 +136	+2%	+$7.69K	0.02%	498
2024 Q2	$316K	Buy	5,592 +173	+3%	+$10K	0.02%	452
2024 Q1	$294K	Buy	+5,419	New	+$242K	0.02%	474

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

HighPoint Advisor Group's P Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Everpure Inc (P) in Q1 2026, closing a stake of 3,749 shares — an estimated $251K sold.

HighPoint Advisor Group first reported a position in P in Q1 2024 and held it in 8 quarters. The position peaked at $396K in Q4 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

HighPoint Advisor Group reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 3,749 Everpure Inc shares in Q1 2026, an estimated $251K.
HighPoint Advisor Group first reported a position in Everpure Inc in Q1 2024 and held it in 8 quarters.
HighPoint Advisor Group's Everpure Inc position peaked at $396K in Q4 2024.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.