SAG
P

SageView Advisory Group’s Everpure Inc P Stock Holding History

SageView Advisory Group’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 		$52.2K Buy
+779
New +$65.1K ﹤0.01% 1058

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

SageView Advisory Group's P Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Everpure Inc (P) in Q4 2025: 779 shares worth $52.2K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings.

788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • SageView Advisory Group held 779 shares of Everpure Inc worth $52.2K as of Q4 2025.
  • Everpure Inc was a new SageView Advisory Group position in Q4 2025.
  • Everpure Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1058 holding.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.