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
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 $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

Dynasty Wealth Management's P Position: Q1 2026 in Review

Dynasty Wealth Management increased its Everpure Inc (P) stake by 86% in Q1 2026, buying an estimated $175K and bringing the position to 5,581 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Dynasty Wealth Management first reported a position in P in Q3 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Dynasty Wealth Management held 5,581 shares of Everpure Inc worth $330K as of Q1 2026.
  • Dynasty Wealth Management bought 2,586 Everpure Inc shares in Q1 2026, an estimated $175K.
  • Everpure Inc made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Dynasty Wealth Management first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.