OIA
P

OneDigital Investment Advisors’s Everpure Inc P Stock Holding History

OneDigital 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
2026
Q2 		$412K Sell
5,224
-866
-14% -$63.5K ﹤0.01% 1126
2026
Q1 		$360K Buy
6,090
+396
+7% +$26.8K ﹤0.01% 1092
2025
Q4 		$382K Buy
5,694
+906
+19% +$75.7K ﹤0.01% 1080
2025
Q3 		$401K Sell
4,788
-41
-0.8% -$2.73K ﹤0.01% 1034
2025
Q2 		$278K Buy
+4,829
New +$240K ﹤0.01% 1207
2025
Q1 		– Sell
-12,739
Closed -$783K – 1477
2024
Q4 		$783K Sell
12,739
-626
-5% -$34.9K 0.01% 719
2024
Q3 		$671K Buy
13,365
+316
+2% +$17.9K 0.01% 816
2024
Q2 		$838K Sell
13,049
-5,869
-31% -$340K 0.01% 679
2024
Q1 		$984K Sell
18,918
-1,788
-9% -$79.8K 0.02% 516
2023
Q4 		$738K Buy
20,706
+2,189
+12% +$76.8K 0.01% 574
2023
Q3 		$660K Sell
18,517
-133
-0.7% -$4.93K 0.01% 551
2023
Q2 		$687K Buy
18,650
+84
+0.5% +$2.38K 0.02% 521
2023
Q1 		$474K Buy
18,566
+5,285
+40% +$143K 0.01% 644
2022
Q4 		$355K Buy
13,281
+2,435
+22% +$70.8K 0.01% 609
2022
Q3 		$297K Buy
+10,846
New +$307K 0.01% 608
2019
Q3 		– Sell
-250
Closed -$4K – 1009
2019
Q2 		$4K Hold
250
– – ﹤0.01% 1080
2019
Q1 		$5K Hold
250
– – ﹤0.01% 988
2018
Q4 		$4K Buy
+250
New +$4.93K ﹤0.01% 979

Other funds holding P

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

OneDigital Investment Advisors's P Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Everpure Inc (P) stake by 14% in Q2 2026, selling an estimated $63.5K and leaving 5,224 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

OneDigital Investment Advisors first reported a position in P in Q4 2018 and has held it in 18 quarters since. The position peaked at $984K in Q1 2024. 511 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • OneDigital Investment Advisors held 5,224 shares of Everpure Inc worth $412K as of Q2 2026.
  • OneDigital Investment Advisors sold 866 Everpure Inc shares in Q2 2026, an estimated $63.5K.
  • Everpure Inc made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1126 holding.
  • OneDigital Investment Advisors first reported a position in Everpure Inc in Q4 2018 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's Everpure Inc position peaked at $984K in Q1 2024.
  • 511 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.