SAM
P

Sagewood Asset Management’s Everpure Inc P Stock Holding History

Sagewood Asset 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
2026
Q2 		$468K Hold
5,940
– – 0.11% 190
2026
Q1 		$351K Sell
5,940
-205
-3% -$13.9K 0.11% 187
2025
Q4 		$412K Buy
+6,145
New +$513K 0.15% 117

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sagewood Asset Management's P Position: Q2 2026 in Review

Sagewood Asset Management held its Everpure Inc (P) position steady in Q2 2026 at 5,940 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #190.

Sagewood Asset Management first reported a position in P in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Sagewood Asset Management held 5,940 shares of Everpure Inc worth $468K as of Q2 2026.
  • Sagewood Asset Management left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up 0.11% of Sagewood Asset Management's portfolio in Q2 2026, its #190 holding.
  • Sagewood Asset Management first reported a position in Everpure Inc in Q4 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.