Action Point Financial Planning’s Everpure Inc P Stock Holding History

Action Point Financial Planning’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	$237K	Buy	+3,009	New	+$221K	0.02%	398

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 $3.37T AUM 44.26% 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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's P Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Everpure Inc (P) in Q2 2026: 3,009 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings.

807 funds tracked by Wall St. Rank hold P as of Q2 2026.

Action Point Financial Planning held 3,009 shares of Everpure Inc worth $237K as of Q2 2026.
Everpure Inc was a new Action Point Financial Planning position in Q2 2026.
Everpure Inc made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #398 holding.
807 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.