McGlone Suttner Wealth Management’s Everpure Inc P Stock Holding History

McGlone Suttner 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	-2,945	Closed	-$247K	–	198
2025 Q3	$247K	Sell	2,945 -1,189	-29%	-$79.1K	0.03%	180
2025 Q2	$238K	Sell	4,134 -684	-14%	-$34K	0.04%	173
2025 Q1	$213K	Buy	+4,818	New	+$291K	0.04%	180
2024 Q4	–	Sell	-4,491	Closed	-$226K	–	187
2024 Q3	$226K	Buy	+4,491	New	+$254K	0.05%	156
2024 Q1	–	Sell	-1,881	Closed	-$67.1K	–	622
2023 Q4	$67.1K	Buy	+1,881	New	+$66K	0.01%	250

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

McGlone Suttner Wealth Management's P Position: Q4 2025 in Review

McGlone Suttner Wealth Management sold out of Everpure Inc (P) in Q4 2025, closing a stake of 2,945 shares — an estimated $247K sold.

McGlone Suttner Wealth Management first reported a position in P in Q4 2023 and held it in 5 quarters. The position peaked at $247K in Q3 2025. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

McGlone Suttner Wealth Management reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
McGlone Suttner Wealth Management sold 2,945 Everpure Inc shares in Q4 2025, an estimated $247K.
McGlone Suttner Wealth Management first reported a position in Everpure Inc in Q4 2023 and held it in 5 quarters.
McGlone Suttner Wealth Management's Everpure Inc position peaked at $247K in Q3 2025.
788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.