OPS
P

Orion Portfolio Solutions’s Everpure Inc P Stock Holding History

Orion Portfolio Solutions’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
Q1 		$231K Sell
5,212
-370
-7% -$22.3K ﹤0.01% 1746
2024
Q4 		$343K Sell
5,582
-566
-9% -$31.5K ﹤0.01% 1493
2024
Q3 		$309K Sell
6,148
-90
-1% -$5.09K ﹤0.01% 1516
2024
Q2 		$401K Buy
+6,238
New +$361K ﹤0.01% 1350
2020
Q3 		– Sell
-140
Closed -$2K – 1644
2020
Q2 		$2K Buy
140
+28
+25% +$420 ﹤0.01% 1814
2020
Q1 		$1K Buy
112
+77
+220% +$1.25K ﹤0.01% 1785
2019
Q4 		$1K Buy
+35
New +$619 ﹤0.01% 1714

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Orion Portfolio Solutions's P Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Everpure Inc (P) stake by 6.6% in Q1 2025, selling an estimated $22.3K and leaving 5,212 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Orion Portfolio Solutions first reported a position in P in Q4 2019 and has held it in 7 quarters since. The position peaked at $401K in Q2 2024. 649 funds tracked by Wall St. Rank hold P as of Q1 2025.

  • Orion Portfolio Solutions held 5,212 shares of Everpure Inc worth $231K as of Q1 2025.
  • Orion Portfolio Solutions sold 370 Everpure Inc shares in Q1 2025, an estimated $22.3K.
  • Everpure Inc made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1746 holding.
  • Orion Portfolio Solutions first reported a position in Everpure Inc in Q4 2019 and has held it in 7 quarters since.
  • Orion Portfolio Solutions's Everpure Inc position peaked at $401K in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.