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 $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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return