DWM
P

Diversify Wealth Management’s Everpure Inc P Stock Holding History

Diversify Wealth Management’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 		$283K Sell
3,810
-21
-0.5% -$1.54K ﹤0.01% 1074
2026
Q1 		$269K Buy
+3,831
New +$259K ﹤0.01% 999

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

Diversify Wealth Management's P Position: Q2 2026 in Review

Diversify Wealth Management reduced its Everpure Inc (P) stake by 0.55% in Q2 2026, selling an estimated $1.54K and leaving 3,810 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Diversify Wealth Management first reported a position in P in Q1 2026 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Diversify Wealth Management held 3,810 shares of Everpure Inc worth $283K as of Q2 2026.
  • Diversify Wealth Management sold 21 Everpure Inc shares in Q2 2026, an estimated $1.54K.
  • Everpure Inc made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1074 holding.
  • Diversify Wealth Management first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.