AW
P

Avion Wealth’s Everpure Inc P Stock Holding History

Avion Wealth’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
Q1 		$4K Buy
84
+8
+11% +$542 ﹤0.01% 722
2025
Q4 		$5K Sell
76
-6
-7% -$501 ﹤0.01% 666
2025
Q3 		$6K Buy
82
+10
+14% +$665 ﹤0.01% 624
2025
Q2 		$4K Buy
72
+44
+157% +$2.19K ﹤0.01% 684
2025
Q1 		$1K Hold
28
– – ﹤0.01% 910
2024
Q4 		$1K Sell
28
-7
-20% -$390 ﹤0.01% 907
2024
Q3 		$1K Buy
35
+20
+133% +$1.13K ﹤0.01% 882
2024
Q2 		$0 Hold
15
– – ﹤0.01% 1190
2024
Q1 		$1K Hold
15
– – ﹤0.01% 1043
2023
Q4 		$1K Buy
15
+1
+7% +$35 ﹤0.01% 926
2023
Q3 		$0 Buy
+14
New +$519 ﹤0.01% 1120

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avion Wealth's P Position: Q1 2026 in Review

Avion Wealth increased its Everpure Inc (P) stake by 11% in Q1 2026, buying an estimated $542 and bringing the position to 84 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Avion Wealth first reported a position in P in Q3 2023 and has held it in 11 quarters since. The position peaked at $6K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Avion Wealth held 84 shares of Everpure Inc worth $4K as of Q1 2026.
  • Avion Wealth bought 8 Everpure Inc shares in Q1 2026, an estimated $542.
  • Everpure Inc made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #722 holding.
  • Avion Wealth first reported a position in Everpure Inc in Q3 2023 and has held it in 11 quarters since.
  • Avion Wealth's Everpure Inc position peaked at $6K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.