LIS
P

Legacy Investment Solutions’s Everpure Inc P Stock Holding History

Legacy Investment Solutions’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 		$5.76K Buy
+100
New +$4.98K ﹤0.01% 379
2024
Q4 		$6.91K Hold
100
– – ﹤0.01% 342
2024
Q3 		$4.99K Buy
+100
New +$5.65K ﹤0.01% 389

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's P Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Everpure Inc (P) in Q2 2025: 100 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in P as recently as Q4 2024.

Legacy Investment Solutions first reported a position in P in Q3 2024 and has held it in 3 quarters since. The position peaked at $6.91K in Q4 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Legacy Investment Solutions held 100 shares of Everpure Inc worth $5.76K as of Q2 2025.
  • Everpure Inc was a new Legacy Investment Solutions position in Q2 2025.
  • Everpure Inc made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #379 holding.
  • Legacy Investment Solutions first reported a position in Everpure Inc in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Everpure Inc position peaked at $6.91K in Q4 2024.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.