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
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 $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

Center for Financial Planning's P Position: Q1 2026 in Review

Center for Financial Planning increased its Everpure Inc (P) stake by 118% in Q1 2026, buying an estimated $13.5K and bringing the position to 370 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Center for Financial Planning first reported a position in P in Q4 2024 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Center for Financial Planning held 370 shares of Everpure Inc worth $21.8K as of Q1 2026.
  • Center for Financial Planning bought 200 Everpure Inc shares in Q1 2026, an estimated $13.5K.
  • Everpure Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #404 holding.
  • Center for Financial Planning first reported a position in Everpure Inc in Q4 2024 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.