PWM
P

Prosperity Wealth Management’s Everpure Inc P Stock Holding History

Prosperity Wealth Management’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 		$471K Buy
+7,025
New +$587K 0.16% 139
2025
Q2 		– Sell
-7,670
Closed -$340K – 268
2025
Q1 		$340K Sell
7,670
-125
-2% -$7.54K 0.16% 130
2024
Q4 		$479K Buy
+7,795
New +$434K 0.2% 101

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

Prosperity Wealth Management's P Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Everpure Inc (P) in Q4 2025: 7,025 shares worth $471K. The stake represents 0.16% of the portfolio and ranks #139 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in P as recently as Q1 2025.

Prosperity Wealth Management first reported a position in P in Q4 2024 and has held it in 3 quarters since. The position peaked at $479K in Q4 2024. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Prosperity Wealth Management held 7,025 shares of Everpure Inc worth $471K as of Q4 2025.
  • Everpure Inc was a new Prosperity Wealth Management position in Q4 2025.
  • Everpure Inc made up 0.16% of Prosperity Wealth Management's portfolio in Q4 2025, its #139 holding.
  • Prosperity Wealth Management first reported a position in Everpure Inc in Q4 2024 and has held it in 3 quarters since.
  • Prosperity Wealth Management's Everpure Inc position peaked at $479K in Q4 2024.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.