RA
P

Rise Advisors’s Everpure Inc P Stock Holding History

Rise 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
2025
Q4 		– Sell
-648
Closed -$54.3K – 1108
2025
Q3 		$54.3K Buy
648
+9
+1% +$599 0.02% 237
2025
Q2 		$36.8K Buy
639
+34
+6% +$1.69K 0.01% 298
2025
Q1 		$26.8K Sell
605
-317
-34% -$19.1K 0.01% 364
2024
Q4 		$56.6K Hold
922
– – 0.03% 204
2024
Q3 		$46.3K Hold
922
– – 0.02% 254
2024
Q2 		$59.2K Hold
922
– – 0.03% 206
2024
Q1 		$47.9K Buy
+922
New +$41.2K 0.03% 238
2023
Q2 		– Sell
-17
Closed -$434 – 772
2023
Q1 		$434 Buy
+17
New +$459 ﹤0.01% 745

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

Rise Advisors's P Position: Q4 2025 in Review

Rise Advisors sold out of Everpure Inc (P) in Q4 2025, closing a stake of 648 shares — an estimated $54.3K sold.

Rise Advisors first reported a position in P in Q1 2023 and held it in 8 quarters. The position peaked at $59.2K in Q2 2024. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Rise Advisors reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 648 Everpure Inc shares in Q4 2025, an estimated $54.3K.
  • Rise Advisors first reported a position in Everpure Inc in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Everpure Inc position peaked at $59.2K in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.