AWM
P

AE Wealth Management’s Everpure Inc P Stock Holding History

AE Wealth 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 		$5.62M Buy
71,338
+4,075
+6% +$299K 0.03% 415
2026
Q1 		$3.97M Buy
67,263
+57,955
+623% +$3.93M 0.02% 476
2025
Q4 		$624K Buy
9,308
+2,181
+31% +$182K ﹤0.01% 962
2025
Q3 		$597K Sell
7,127
-595
-8% -$39.6K ﹤0.01% 905
2025
Q2 		$445K Sell
7,722
-2,057
-21% -$102K ﹤0.01% 971
2025
Q1 		$433K Buy
9,779
+3,810
+64% +$230K ﹤0.01% 962
2024
Q4 		$367K Buy
5,969
+1,719
+40% +$95.7K ﹤0.01% 1017
2024
Q3 		$214K Buy
4,250
+196
+5% +$11.1K ﹤0.01% 1154
2024
Q2 		$260K Buy
+4,054
New +$235K ﹤0.01% 1076
2024
Q1 		– Sell
-5,444
Closed -$221K – 1774
2023
Q4 		$221K Buy
+5,444
New +$191K ﹤0.01% 1846
2022
Q4 		– Sell
-21,645
Closed -$592K – 1897
2022
Q3 		$592K Buy
21,645
+285
+1% +$8.06K ﹤0.01% 1161
2022
Q2 		$549K Buy
+21,360
New +$591K ﹤0.01% 1151
2022
Q1 		– Sell
-24,873
Closed -$810K – 1785
2021
Q4 		$810K Sell
24,873
-2,699
-10% -$78.3K 0.01% 1029
2021
Q3 		$694K Sell
27,572
-3,725
-12% -$82.2K 0.01% 1010
2021
Q2 		$611K Buy
+31,297
New +$615K 0.01% 1064
2021
Q1 		– Sell
-9,014
Closed -$204K – 1554
2020
Q4 		$204K Buy
+9,014
New +$173K ﹤0.01% 1276

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

AE Wealth Management's P Position: Q2 2026 in Review

AE Wealth Management increased its Everpure Inc (P) stake by 6.1% in Q2 2026, buying an estimated $299K and bringing the position to 71,338 shares worth $5.62M. The position accounts for 0.03% of the portfolio, ranked #415.

AE Wealth Management first reported a position in P in Q4 2020 and has held it in 16 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • AE Wealth Management held 71,338 shares of Everpure Inc worth $5.62M as of Q2 2026.
  • AE Wealth Management bought 4,075 Everpure Inc shares in Q2 2026, an estimated $299K.
  • Everpure Inc made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #415 holding.
  • AE Wealth Management first reported a position in Everpure Inc in Q4 2020 and has held it in 16 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.