CCWM
P

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
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 $2.3T 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

Cassaday & Co Wealth Management's P Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Everpure Inc (P) stake by 46% in Q2 2026, selling an estimated $13.2K and leaving 212 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Cassaday & Co Wealth Management first reported a position in P in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.1K in Q1 2026. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Cassaday & Co Wealth Management held 212 shares of Everpure Inc worth $16.7K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 180 Everpure Inc shares in Q2 2026, an estimated $13.2K.
  • Everpure Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #798 holding.
  • Cassaday & Co Wealth Management first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Everpure Inc position peaked at $23.1K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.