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
Q2 		$19.7K Hold
250
– – 0.01% 538
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 $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

DHJJ Financial Advisors's P Position: Q2 2026 in Review

DHJJ Financial Advisors held its Everpure Inc (P) position steady in Q2 2026 at 250 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #538.

DHJJ Financial Advisors first reported a position in P in Q2 2025 and has held it in 5 quarters since. The position peaked at $21K in Q3 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • DHJJ Financial Advisors held 250 shares of Everpure Inc worth $19.7K as of Q2 2026.
  • DHJJ Financial Advisors left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #538 holding.
  • DHJJ Financial Advisors first reported a position in Everpure Inc in Q2 2025 and has held it in 5 quarters since.
  • DHJJ Financial Advisors's Everpure Inc position peaked at $21K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.