EWA
P

EverSource Wealth Advisors’s Everpure Inc P Stock Holding History

EverSource Wealth 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 		$249K Sell
4,215
-102
-2% -$6.91K 0.01% 933
2025
Q4 		$289K Buy
4,317
+531
+14% +$44.4K 0.01% 777
2025
Q3 		$317K Buy
3,786
+583
+18% +$38.8K 0.01% 704
2025
Q2 		$184K Buy
3,203
+2,316
+261% +$115K 0.01% 895
2025
Q1 		$39.3K Buy
887
+174
+24% +$10.5K ﹤0.01% 1361
2024
Q4 		$43.8K Buy
713
+436
+157% +$24.3K ﹤0.01% 1249
2024
Q3 		$13.9K Sell
277
-21
-7% -$1.19K ﹤0.01% 1680
2024
Q2 		$17.9K Buy
298
+39
+15% +$2.26K ﹤0.01% 1556
2024
Q1 		$13.1K Buy
259
+4
+2% +$179 ﹤0.01% 1567
2023
Q4 		$9.09K Sell
255
-28
-10% -$982 ﹤0.01% 1592
2023
Q3 		$10.1K Buy
283
+43
+18% +$1.59K ﹤0.01% 1421
2023
Q2 		$8.84K Sell
240
-20
-8% -$567 ﹤0.01% 1492
2023
Q1 		$6.63K Sell
260
-78
-23% -$2.1K ﹤0.01% 1543
2022
Q4 		$9.04K Hold
338
– – ﹤0.01% 1368
2022
Q3 		$9K Hold
338
– – ﹤0.01% 1166
2022
Q2 		$9K Hold
338
– – ﹤0.01% 1082
2022
Q1 		$12K Hold
338
– – ﹤0.01% 915
2021
Q4 		$11K Buy
+338
New +$9.81K ﹤0.01% 932

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

EverSource Wealth Advisors's P Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Everpure Inc (P) stake by 2.4% in Q1 2026, selling an estimated $6.91K and leaving 4,215 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #933.

EverSource Wealth Advisors first reported a position in P in Q4 2021 and has held it in 18 quarters since. The position peaked at $317K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • EverSource Wealth Advisors held 4,215 shares of Everpure Inc worth $249K as of Q1 2026.
  • EverSource Wealth Advisors sold 102 Everpure Inc shares in Q1 2026, an estimated $6.91K.
  • Everpure Inc made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #933 holding.
  • EverSource Wealth Advisors first reported a position in Everpure Inc in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Everpure Inc position peaked at $317K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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