Lowe Wealth Advisors’s Everpure Inc P Stock Holding History

Lowe 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 Q3	$25.1K	Hold	300	–	–	0.01%	188
2025 Q2	$17.3K	Hold	300	–	–	0.01%	212
2025 Q1	$13.3K	Hold	300	–	–	0.01%	230
2024 Q4	$18.4K	Hold	300	–	–	0.01%	191
2024 Q3	$15.1K	Hold	300	–	–	0.01%	194
2024 Q2	$19.3K	Sell	300 -275	-48%	-$15.9K	0.01%	173
2024 Q1	$29.9K	Hold	575	–	–	0.01%	140
2023 Q4	$20.5K	Hold	575	–	–	0.01%	159
2023 Q3	$20.5K	Hold	575	–	–	0.01%	151
2023 Q2	$21.2K	Hold	575	–	–	0.01%	156
2023 Q1	$14.7K	Hold	575	–	–	0.01%	176
2022 Q4	$15.4K	Hold	575	–	–	0.01%	177
2022 Q3	$16K	Hold	575	–	–	0.01%	163
2022 Q2	$15K	Hold	575	–	–	0.01%	159
2022 Q1	$20K	Hold	575	–	–	0.01%	150
2021 Q4	$19K	Hold	575	–	–	0.01%	153
2021 Q3	$14K	Hold	575	–	–	0.01%	164
2021 Q2	$11K	Hold	575	–	–	0.01%	178
2021 Q1	$12K	Hold	575	–	–	0.01%	167
2020 Q4	$13K	Hold	575	–	–	0.01%	156
2020 Q3	$9K	Hold	575	–	–	0.01%	168
2020 Q2	$10K	Sell	575 -575	-50%	-$8.62K	0.01%	158
2020 Q1	$14K	Hold	1,150	–	–	0.01%	125
2019 Q4	$20K	Hold	1,150	–	–	0.01%	114
2019 Q3	$19K	Hold	1,150	–	–	0.01%	113
2019 Q2	$18K	Hold	1,150	–	–	0.01%	126
2019 Q1	$25K	Hold	1,150	–	–	0.02%	97
2018 Q4	$18K	Hold	1,150	–	–	0.01%	110
2018 Q3	$30K	Hold	1,150	–	–	0.02%	91
2018 Q2	$27K	Hold	1,150	–	–	0.02%	95
2018 Q1	$23K	Buy	1,150 +150	+15%	+$2.94K	0.01%	104
2017 Q4	$16K	Hold	1,000	–	–	0.01%	128
2017 Q3	$16K	Buy	+1,000	New	+$13.7K	0.01%	125

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

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

CIP

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Lowe Wealth Advisors's P Position: Q3 2025 in Review

Lowe Wealth Advisors held its Everpure Inc (P) position steady in Q3 2025 at 300 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #188.

Lowe Wealth Advisors first reported a position in P in Q3 2017 and has held it in 33 quarters since. The position peaked at $30K in Q3 2018. 772 funds tracked by Wall St. Rank hold P as of Q3 2025.

Lowe Wealth Advisors held 300 shares of Everpure Inc worth $25.1K as of Q3 2025.
Lowe Wealth Advisors left its Everpure Inc share count unchanged in Q3 2025.
Everpure Inc made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #188 holding.
Lowe Wealth Advisors first reported a position in Everpure Inc in Q3 2017 and has held it in 33 quarters since.
Lowe Wealth Advisors's Everpure Inc position peaked at $30K in Q3 2018.
772 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.