PS
P

Principal Securities’s Everpure Inc P Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,897
Closed -$159K – 2970
2025
Q3 		$159K Buy
1,897
+44
+2% +$2.93K ﹤0.01% 1393
2025
Q2 		$107K Sell
1,853
-322
-15% -$16K ﹤0.01% 1528
2025
Q1 		$134K Hold
2,175
– – ﹤0.01% 1300
2024
Q4 		$134K Sell
2,175
-1,865
-46% -$104K ﹤0.01% 1300
2024
Q3 		$203K Buy
4,040
+361
+10% +$20.4K ﹤0.01% 1101
2024
Q2 		$236K Buy
3,679
+2,867
+353% +$166K 0.01% 978
2024
Q1 		$42.2K Sell
812
-63
-7% -$2.81K ﹤0.01% 1646
2023
Q4 		$31.2K Buy
+875
New +$30.7K ﹤0.01% 1698

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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Principal Securities's P Position: Q4 2025 in Review

Principal Securities sold out of Everpure Inc (P) in Q4 2025, closing a stake of 1,897 shares — an estimated $159K sold.

Principal Securities first reported a position in P in Q4 2023 and held it in 8 quarters. The position peaked at $236K in Q2 2024. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Principal Securities reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,897 Everpure Inc shares in Q4 2025, an estimated $159K.
  • Principal Securities first reported a position in Everpure Inc in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Everpure Inc position peaked at $236K in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.