SIG
P

Sargent Investment Group’s Everpure Inc P Stock Holding History

Sargent Investment 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
Q2 		$1.25M Sell
15,829
-1,282
-7% -$93.9K 0.15% 114
2026
Q1 		$1.01M Buy
17,111
+1,084
+7% +$73.4K 0.13% 111
2025
Q4 		$1.07M Buy
16,027
+59
+0.4% +$4.93K 0.13% 111
2025
Q3 		$1.34M Buy
15,968
+1,171
+8% +$77.9K 0.19% 84
2025
Q2 		$850K Buy
14,797
+4,463
+43% +$222K 0.11% 114
2025
Q1 		$457K Buy
10,334
+1,567
+18% +$94.5K 0.07% 151
2024
Q4 		$549K Buy
+8,767
New +$488K 0.09% 126

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 $3.37T AUM 44.26% 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

Sargent Investment Group's P Position: Q2 2026 in Review

Sargent Investment Group reduced its Everpure Inc (P) stake by 7.5% in Q2 2026, selling an estimated $93.9K and leaving 15,829 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #114.

Sargent Investment Group first reported a position in P in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2025. 815 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Sargent Investment Group held 15,829 shares of Everpure Inc worth $1.25M as of Q2 2026.
  • Sargent Investment Group sold 1,282 Everpure Inc shares in Q2 2026, an estimated $93.9K.
  • Everpure Inc made up 0.15% of Sargent Investment Group's portfolio in Q2 2026, its #114 holding.
  • Sargent Investment Group first reported a position in Everpure Inc in Q4 2024 and has held it in 7 quarters since.
  • Sargent Investment Group's Everpure Inc position peaked at $1.34M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.