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
2026 Q1	–	Sell	-779	Closed	-$52.2K	–	1960
2025 Q4	$52.2K	Buy	+779	New	+$65.1K	﹤0.01%	1058

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SageView Advisory Group's P Position: Q1 2026 in Review

SageView Advisory Group sold out of Everpure Inc (P) in Q1 2026, closing a stake of 779 shares — an estimated $52.2K sold.

SageView Advisory Group first reported a position in P in Q4 2025 and held it in 1 quarter. The position peaked at $52.2K in Q4 2025. 768 funds tracked by Wall St. Rank hold P as of Q1 2026.

SageView Advisory Group reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 779 Everpure Inc shares in Q1 2026, an estimated $52.2K.
SageView Advisory Group first reported a position in Everpure Inc in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Everpure Inc position peaked at $52.2K in Q4 2025.
768 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.