MFG
P

Menard Financial Group’s Everpure Inc P Stock Holding History

Menard Financial Group’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 		– Sell
-7,061
Closed -$407K – 96
2025
Q2 		$407K Sell
7,061
-4,864
-41% -$242K 0.24% 66
2025
Q1 		$567K Buy
11,925
+1,010
+9% +$60.9K 0.37% 53
2024
Q4 		$671K Buy
10,915
+1,626
+18% +$90.6K 0.4% 50
2024
Q3 		$467K Sell
9,289
-585
-6% -$33.1K 0.31% 77
2024
Q2 		$634K Buy
9,874
+1,365
+16% +$79K 0.45% 52
2024
Q1 		$442K Buy
+8,509
New +$380K 0.37% 66

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
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
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Menard Financial Group's P Position: Q3 2025 in Review

Menard Financial Group sold out of Everpure Inc (P) in Q3 2025, closing a stake of 7,061 shares — an estimated $407K sold.

Menard Financial Group first reported a position in P in Q1 2024 and held it in 6 quarters. The position peaked at $671K in Q4 2024. 772 funds tracked by Wall St. Rank hold P as of Q3 2025.

  • Menard Financial Group reported no remaining Everpure Inc position as of Q3 2025 after selling out during the quarter.
  • Menard Financial Group sold 7,061 Everpure Inc shares in Q3 2025, an estimated $407K.
  • Menard Financial Group first reported a position in Everpure Inc in Q1 2024 and held it in 6 quarters.
  • Menard Financial Group's Everpure Inc position peaked at $671K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2025.

Based on Menard Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.