SAA
P

Southeast Asset Advisors’s Everpure Inc P Stock Holding History

Southeast Asset 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
2026
Q2 		$537K Buy
6,812
+1,054
+18% +$77.2K 0.05% 137
2026
Q1 		$340K Buy
5,758
+1,938
+51% +$131K 0.04% 162
2025
Q4 		$256K Buy
+3,820
New +$319K 0.02% 192

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

Southeast Asset Advisors's P Position: Q2 2026 in Review

Southeast Asset Advisors increased its Everpure Inc (P) stake by 18% in Q2 2026, buying an estimated $77.2K and bringing the position to 6,812 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #137.

Southeast Asset Advisors first reported a position in P in Q4 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Southeast Asset Advisors held 6,812 shares of Everpure Inc worth $537K as of Q2 2026.
  • Southeast Asset Advisors bought 1,054 Everpure Inc shares in Q2 2026, an estimated $77.2K.
  • Everpure Inc made up 0.05% of Southeast Asset Advisors's portfolio in Q2 2026, its #137 holding.
  • Southeast Asset Advisors first reported a position in Everpure Inc in Q4 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.