AWM
P

Avior Wealth Management’s Everpure Inc P Stock Holding History

Avior 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 		$417K Buy
5,292
+175
+3% +$12.8K 0.01% 566
2026
Q1 		$302K Sell
5,117
-310
-6% -$21K 0.01% 685
2025
Q4 		$364K Sell
5,427
-1,474
-21% -$123K 0.01% 552
2025
Q3 		$578K Buy
6,901
+3
+0% +$200 0.02% 415
2025
Q2 		$397K Buy
6,898
+1,899
+38% +$94.5K 0.01% 495
2025
Q1 		$221K Sell
4,999
-230
-4% -$13.9K 0.01% 630
2024
Q4 		$321K Buy
5,229
+5,149
+6,436% +$287K 0.01% 576
2024
Q3 		$4.02K Buy
80
+30
+60% +$1.7K ﹤0.01% 1848
2024
Q2 		$3.21K Sell
50
-165
-77% -$9.55K ﹤0.01% 1848
2024
Q1 		$11.2K Sell
215
-8,622
-98% -$385K ﹤0.01% 1828
2023
Q4 		$315K Buy
8,837
+2,100
+31% +$73.6K 0.02% 439
2023
Q3 		$240K Buy
6,737
+228
+4% +$8.46K 0.02% 488
2023
Q2 		$240K Buy
6,509
+6,473
+17,981% +$183K 0.02% 494
2023
Q1 		$918 Buy
+36
New +$971 ﹤0.01% 1464
2019
Q4 		– Sell
-14,590
Closed -$247K – 847
2019
Q3 		$247K Sell
14,590
-1,180
-7% -$18.5K 0.04% 336
2019
Q2 		$241K Buy
15,770
+3,250
+26% +$63.5K 0.04% 334
2019
Q1 		$272K Buy
+12,520
New +$238K 0.06% 296

Other funds holding P

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Avior Wealth Management increased its Everpure Inc (P) stake by 3.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 5,292 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #566.

Avior Wealth Management first reported a position in P in Q1 2019 and has held it in 17 quarters since. The position peaked at $578K in Q3 2025. 115 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Avior Wealth Management held 5,292 shares of Everpure Inc worth $417K as of Q2 2026.
  • Avior Wealth Management bought 175 Everpure Inc shares in Q2 2026, an estimated $12.8K.
  • Everpure Inc made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #566 holding.
  • Avior Wealth Management first reported a position in Everpure Inc in Q1 2019 and has held it in 17 quarters since.
  • Avior Wealth Management's Everpure Inc position peaked at $578K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.