CFP
P

Comprehensive Financial Planning’s Everpure Inc P Stock Holding History

Comprehensive 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 		$59 Hold
1
– – ﹤0.01% 378
2025
Q4 		$67 Hold
1
– – ﹤0.01% 408
2025
Q3 		$84 Hold
1
– – ﹤0.01% 342
2025
Q2 		$58 Hold
1
– – ﹤0.01% 332
2025
Q1 		$44 Hold
1
– – ﹤0.01% 325
2024
Q4 		$61 Buy
+1
New +$56 ﹤0.01% 351

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

Comprehensive Financial Planning's P Position: Q1 2026 in Review

Comprehensive Financial Planning held its Everpure Inc (P) position steady in Q1 2026 at 1 share worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Comprehensive Financial Planning first reported a position in P in Q4 2024 and has held it in 6 quarters since. The position peaked at $84 in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Comprehensive Financial Planning held 1 share of Everpure Inc worth $59 as of Q1 2026.
  • Comprehensive Financial Planning left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #378 holding.
  • Comprehensive Financial Planning first reported a position in Everpure Inc in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Everpure Inc position peaked at $84 in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.