Left Brain Wealth Management’s Everpure Inc P Stock Holding History

Left Brain Wealth 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
2025 Q4	–	Sell	-7,500	Closed	-$629K	–	102
2025 Q3	$629K	Buy	+7,500	New	+$499K	0.2%	62
2025 Q2	–	Sell	-110,823	Closed	-$4.91M	–	110
2025 Q1	$4.91M	Sell	110,823 -3,212	-3%	-$194K	2.14%	17
2024 Q4	$7.01M	Sell	114,035 -451	-0.4%	-$25.1K	2.65%	12
2024 Q3	$5.75M	Buy	114,486 +367	+0.3%	+$20.7K	2.68%	8
2024 Q2	$7.33M	Buy	114,119 +2,335	+2%	+$135K	3.42%	7
2024 Q1	$5.81M	Buy	111,784 +55,208	+98%	+$2.46M	2.81%	9
2023 Q4	$2.02M	Sell	56,576 -299	-0.5%	-$10.5K	1.17%	35
2023 Q3	$2.03M	Sell	56,875 -35	-0.1%	-$1.3K	1.26%	29
2023 Q2	$2.1M	Sell	56,910 -1,710	-3%	-$48.4K	1.28%	29
2023 Q1	$1.34M	Buy	58,620 +5,206	+10%	+$140K	0.91%	38
2022 Q4	$1.43M	Buy	+53,414	New	+$1.55M	1.07%	30

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

Left Brain Wealth Management's P Position: Q4 2025 in Review

Left Brain Wealth Management sold out of Everpure Inc (P) in Q4 2025, closing a stake of 7,500 shares — an estimated $629K sold.

Left Brain Wealth Management first reported a position in P in Q4 2022 and held it in 11 quarters. The position peaked at $7.33M in Q2 2024. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

Left Brain Wealth Management reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
Left Brain Wealth Management sold 7,500 Everpure Inc shares in Q4 2025, an estimated $629K.
Left Brain Wealth Management first reported a position in Everpure Inc in Q4 2022 and held it in 11 quarters.
Left Brain Wealth Management's Everpure Inc position peaked at $7.33M in Q2 2024.
788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Left Brain Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.