DWM
P

Dynasty Wealth Management’s Everpure Inc P Stock Holding History

Dynasty 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 		$435K Sell
5,520
-61
-1% -$4.47K ﹤0.01% 273
2026
Q1 		$330K Buy
5,581
+2,586
+86% +$175K ﹤0.01% 281
2025
Q4 		$201K Buy
2,995
+50
+2% +$4.18K ﹤0.01% 332
2025
Q3 		$247K Buy
+2,945
New +$196K ﹤0.01% 281

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

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

Dynasty Wealth Management reduced its Everpure Inc (P) stake by 1.1% in Q2 2026, selling an estimated $4.47K and leaving 5,520 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Dynasty Wealth Management first reported a position in P in Q3 2025 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Dynasty Wealth Management held 5,520 shares of Everpure Inc worth $435K as of Q2 2026.
  • Dynasty Wealth Management sold 61 Everpure Inc shares in Q2 2026, an estimated $4.47K.
  • Everpure Inc made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Dynasty Wealth Management first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.