Lido Advisors
P

Lido Advisors’s Everpure Inc P Stock Holding History

Lido 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
2026
Q2 		$215K Buy
+2,731
New +$200K ﹤0.01% 1928
2026
Q1 		– Sell
-2,956
Closed -$218K – 2093
2025
Q4 		$218K Buy
+2,956
New +$247K ﹤0.01% 1725
2024
Q1 		– Sell
-30,157
Closed -$1.08M – 1453
2023
Q4 		$1.08M Buy
+30,157
New +$1.06M 0.01% 586
2022
Q1 		– Sell
-16,084
Closed -$523K – 1075
2021
Q4 		$523K Buy
+16,084
New +$467K 0.01% 602

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lido Advisors's P Position: Q2 2026 in Review

Lido Advisors opened a new position in Everpure Inc (P) in Q2 2026: 2,731 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings. This is a return to the name: Lido Advisors previously reported a position in P as recently as Q4 2025.

Lido Advisors first reported a position in P in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2023. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Lido Advisors held 2,731 shares of Everpure Inc worth $215K as of Q2 2026.
  • Everpure Inc was a new Lido Advisors position in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1928 holding.
  • Lido Advisors first reported a position in Everpure Inc in Q4 2021 and has held it in 4 quarters since.
  • Lido Advisors's Everpure Inc position peaked at $1.08M in Q4 2023.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.