CFFP
P

Center for Financial Planning’s Everpure Inc P Stock Holding History

Center for Financial Planning’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 		$13.4K Sell
170
-200
-54% -$14.7K ﹤0.01% 470
2026
Q1 		$21.8K Buy
370
+200
+118% +$13.5K ﹤0.01% 404
2025
Q4 		$11.4K Hold
170
– – ﹤0.01% 478
2025
Q3 		$14.2K Buy
+170
New +$11.3K ﹤0.01% 462
2025
Q1 		– Sell
-16
Closed -$983 – 737
2024
Q4 		$983 Buy
+16
New +$891 ﹤0.01% 610

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 $3.38T AUM 44.17% 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

Center for Financial Planning's P Position: Q2 2026 in Review

Center for Financial Planning reduced its Everpure Inc (P) stake by 54% in Q2 2026, selling an estimated $14.7K and leaving 170 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Center for Financial Planning first reported a position in P in Q4 2024 and has held it in 5 quarters since. The position peaked at $21.8K in Q1 2026. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Center for Financial Planning held 170 shares of Everpure Inc worth $13.4K as of Q2 2026.
  • Center for Financial Planning sold 200 Everpure Inc shares in Q2 2026, an estimated $14.7K.
  • Everpure Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #470 holding.
  • Center for Financial Planning first reported a position in Everpure Inc in Q4 2024 and has held it in 5 quarters since.
  • Center for Financial Planning's Everpure Inc position peaked at $21.8K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.