FIA
P

Foundations Investment Advisors’s Everpure Inc P Stock Holding History

Foundations Investment 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 		$253K Sell
3,209
-824
-20% -$60.4K ﹤0.01% 1048
2026
Q1 		$238K Buy
+4,033
New +$273K ﹤0.01% 1019
2021
Q3 		– Sell
-10,064
Closed -$193K – 329
2021
Q2 		$193K Buy
+10,064
New +$198K 0.01% 294

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

Foundations Investment Advisors's P Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Everpure Inc (P) stake by 20% in Q2 2026, selling an estimated $60.4K and leaving 3,209 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Foundations Investment Advisors first reported a position in P in Q2 2021 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Foundations Investment Advisors held 3,209 shares of Everpure Inc worth $253K as of Q2 2026.
  • Foundations Investment Advisors sold 824 Everpure Inc shares in Q2 2026, an estimated $60.4K.
  • Everpure Inc made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1048 holding.
  • Foundations Investment Advisors first reported a position in Everpure Inc in Q2 2021 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.