MA
P

Montag & Associates’s Everpure Inc P Stock Holding History

Montag & Associates’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 		$3.15K Hold
40
– – ﹤0.01% 838
2026
Q1 		$2.36K Hold
40
– – ﹤0.01% 835
2025
Q4 		$2.68K Sell
40
-58
-59% -$4.84K ﹤0.01% 846
2025
Q3 		$8.21K Buy
98
+58
+145% +$3.86K ﹤0.01% 781
2025
Q2 		$2.3K Hold
40
– – ﹤0.01% 844
2025
Q1 		$1.77K Buy
+40
New +$2.41K ﹤0.01% 903

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 $3.38T AUM 44.17% 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

Montag & Associates's P Position: Q2 2026 in Review

Montag & Associates held its Everpure Inc (P) position steady in Q2 2026 at 40 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Montag & Associates first reported a position in P in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.21K in Q3 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Montag & Associates held 40 shares of Everpure Inc worth $3.15K as of Q2 2026.
  • Montag & Associates left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #838 holding.
  • Montag & Associates first reported a position in Everpure Inc in Q1 2025 and has held it in 6 quarters since.
  • Montag & Associates's Everpure Inc position peaked at $8.21K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.