MYIA
P

Mount Yale Investment Advisors’s Everpure Inc P Stock Holding History

Mount Yale Investment 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 		– Sell
-4,491
Closed -$259K – 1374
2025
Q2 		$259K Sell
4,491
-6,877
-60% -$342K 0.02% 499
2025
Q1 		$503K Sell
11,368
-2,219
-16% -$134K 0.04% 323
2024
Q4 		$835K Sell
13,587
-24
-0.2% -$1.34K 0.07% 240
2024
Q3 		$684K Sell
13,611
-569
-4% -$32.2K 0.07% 274
2024
Q2 		$910K Buy
+14,180
New +$821K 0.07% 227

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

Mount Yale Investment Advisors's P Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Everpure Inc (P) in Q3 2025, closing a stake of 4,491 shares — an estimated $259K sold.

Mount Yale Investment Advisors first reported a position in P in Q2 2024 and held it in 5 quarters. The position peaked at $910K in Q2 2024. 772 funds tracked by Wall St. Rank hold P as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Everpure Inc position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,491 Everpure Inc shares in Q3 2025, an estimated $259K.
  • Mount Yale Investment Advisors first reported a position in Everpure Inc in Q2 2024 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Everpure Inc position peaked at $910K in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.