DFA
P

DHJJ Financial Advisors’s Everpure Inc P Stock Holding History

DHJJ Financial 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
Q1 		$14.8K Hold
250
– – ﹤0.01% 566
2025
Q4 		$16.8K Hold
250
– – 0.01% 518
2025
Q3 		$21K Hold
250
– – 0.01% 483
2025
Q2 		$14.4K Buy
+250
New +$12.4K 0.01% 511

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

DHJJ Financial Advisors's P Position: Q1 2026 in Review

DHJJ Financial Advisors held its Everpure Inc (P) position steady in Q1 2026 at 250 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

DHJJ Financial Advisors first reported a position in P in Q2 2025 and has held it in 4 quarters since. The position peaked at $21K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • DHJJ Financial Advisors held 250 shares of Everpure Inc worth $14.8K as of Q1 2026.
  • DHJJ Financial Advisors left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #566 holding.
  • DHJJ Financial Advisors first reported a position in Everpure Inc in Q2 2025 and has held it in 4 quarters since.
  • DHJJ Financial Advisors's Everpure Inc position peaked at $21K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.