CCWA
P

CLA (CliftonLarsonAllen) Wealth Advisors’s Everpure Inc P Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$1.04M Hold
13,142
– – 0.01% 192
2026
Q1 		$776K Buy
+13,142
New +$890K 0.01% 186

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

CLA (CliftonLarsonAllen) Wealth Advisors's P Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Everpure Inc (P) position steady in Q2 2026 at 13,142 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #192.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in P in Q1 2026 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 13,142 shares of Everpure Inc worth $1.04M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.