Steward Partners Investment Advisory’s Everpure Inc P Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $182K | Sell |
2,307
-4,468
| -66% | -$327K | ﹤0.01% | 2278 |
|
|
2026
Q1 | $400K | Sell |
6,775
-1,480
| -18% | -$100K | ﹤0.01% | 1634 |
|
|
2025
Q4 | $553K | Buy |
8,255
+898
| +12% | +$75K | ﹤0.01% | 1368 |
|
|
2025
Q3 | $617K | Buy |
7,357
+661
| +10% | +$44K | ﹤0.01% | 1272 |
|
|
2025
Q2 | $386K | Buy |
6,696
+7
| +0.1% | +$348 | ﹤0.01% | 1421 |
|
|
2025
Q1 | $296K | Buy |
6,689
+1,275
| +24% | +$76.9K | ﹤0.01% | 1453 |
|
|
2024
Q4 | $333K | Buy |
5,414
+932
| +21% | +$51.9K | ﹤0.01% | 1349 |
|
|
2024
Q3 | $225K | Buy |
4,482
+82
| +2% | +$4.63K | ﹤0.01% | 1475 |
|
|
2024
Q2 | $283K | Buy |
4,400
+725
| +20% | +$42K | ﹤0.01% | 1300 |
|
|
2024
Q1 | $191K | Buy |
3,675
+603
| +20% | +$26.9K | ﹤0.01% | 1459 |
|
|
2023
Q4 | $110K | Hold |
3,072
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q3 | $109K | Buy |
3,072
+533
| +21% | +$19.8K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $93.5K | Buy |
2,539
+312
| +14% | +$8.84K | ﹤0.01% | 1609 |
|
|
2023
Q1 | $56.8K | Sell |
2,227
-500
| -18% | -$13.5K | ﹤0.01% | 1818 |
|
|
2022
Q4 | $73K | Sell |
2,727
-294
| -10% | -$8.55K | ﹤0.01% | 1680 |
|
|
2022
Q3 | $83K | Buy |
3,021
+835
| +38% | +$23.6K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $56K | Buy |
2,186
+1,200
| +122% | +$33.2K | ﹤0.01% | 1750 |
|
|
2022
Q1 | $35K | Sell |
986
-40,130
| -98% | -$1.17M | ﹤0.01% | 2103 |
|
|
2021
Q4 | $1.34M | Buy |
41,116
+38,336
| +1,379% | +$1.11M | 0.02% | 608 |
|
|
2021
Q3 | $70K | Hold |
2,780
| – | – | ﹤0.01% | 1715 |
|
|
2021
Q2 | $54K | Buy |
2,780
+1,780
| +178% | +$35K | ﹤0.01% | 3183 |
|
|
2021
Q1 | $21.5K | Hold |
1,000
| – | – | ﹤0.01% | 2439 |
|
|
2020
Q4 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1983 |
|
|
2020
Q2 | $17K | Sell |
1,000
-600
| -38% | -$8.99K | ﹤0.01% | 1838 |
|
|
2020
Q1 | $19K | Hold |
1,600
| – | – | ﹤0.01% | 1631 |
|
|
2019
Q4 | $27K | Hold |
1,600
| – | – | ﹤0.01% | 1671 |
|
|
2019
Q3 | $27K | Hold |
1,600
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q2 | $24K | Buy |
+1,600
| New | +$31.3K | ﹤0.01% | 1649 |
|
|
2018
Q4 | – | Sell |
-2,015
| Closed | -$52K | – | 1799 |
|
|
2018
Q3 | $52K | Buy |
2,015
+600
| +42% | +$14.9K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $34K | Buy |
1,415
+415
| +42% | +$9.12K | ﹤0.01% | 1257 |
|
|
2018
Q1 | $19K | Sell |
1,000
-200
| -17% | -$3.92K | ﹤0.01% | 1352 |
|
|
2017
Q4 | $19K | Buy |
+1,200
| New | +$20K | ﹤0.01% | 1134 |
|
Other funds holding P
DGI
Steward Partners Investment Advisory's P Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Everpure Inc (P) stake by 66% in Q2 2026, selling an estimated $327K and leaving 2,307 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.
Steward Partners Investment Advisory first reported a position in P in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.34M in Q4 2021. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.
- Steward Partners Investment Advisory held 2,307 shares of Everpure Inc worth $182K as of Q2 2026.
- Steward Partners Investment Advisory sold 4,468 Everpure Inc shares in Q2 2026, an estimated $327K.
- Everpure Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2278 holding.
- Steward Partners Investment Advisory first reported a position in Everpure Inc in Q4 2017 and has held it in 33 quarters since.
- Steward Partners Investment Advisory's Everpure Inc position peaked at $1.34M in Q4 2021.
- 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.