Cassaday & Co Wealth Management
P icon

Cassaday & Co Wealth Management’s Everpure Inc P Stock Holding History

Cassaday & Co 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
Q3 		– Sell
-212
Closed -$16.7K – 1430
2026
Q2 		$16.7K Sell
212
-180
-46% -$13.2K ﹤0.01% 798
2026
Q1 		$23.1K Buy
+392
New +$26.6K ﹤0.01% 761

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Cassaday & Co Wealth Management's P Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Everpure Inc (P) in Q3 2026, closing a stake of 212 shares — an estimated $16.7K sold.

Cassaday & Co Wealth Management first reported a position in P in Q1 2026 and held it in 2 quarters. The position peaked at $23.1K in Q1 2026. 646 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Everpure Inc position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 212 Everpure Inc shares in Q3 2026, an estimated $16.7K.
  • Cassaday & Co Wealth Management first reported a position in Everpure Inc in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Everpure Inc position peaked at $23.1K in Q1 2026.
  • 646 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.