Gerber Kawasaki Wealth & Investment Management’s Everpure Inc P Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$514K	Sell	6,528 -522	-7%	-$38.3K	0.01%	231
2026 Q1	$416K	Sell	7,050 -25	-0.4%	-$1.69K	0.01%	241
2025 Q4	$474K	Sell	7,075 -655	-8%	-$54.7K	0.02%	228
2025 Q3	$648K	Buy	7,730 +30	+0.4%	+$2K	0.02%	189
2025 Q2	$443K	Hold	7,700	–	–	0.02%	218
2025 Q1	$341K	Hold	7,700	–	–	0.02%	226
2024 Q4	$473K	Hold	7,700	–	–	0.02%	187
2024 Q3	$387K	Hold	7,700	–	–	0.02%	207
2024 Q2	$494K	Hold	7,700	–	–	0.02%	173
2024 Q1	$400K	Hold	7,700	–	–	0.02%	196
2023 Q4	$275K	Hold	7,700	–	–	0.02%	215
2023 Q3	$274K	Hold	7,700	–	–	0.02%	210
2023 Q2	$284K	Buy	+7,700	New	+$218K	0.02%	207

Other funds holding P

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's P Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Everpure Inc (P) stake by 7.4% in Q2 2026, selling an estimated $38.3K and leaving 6,528 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #231.

Gerber Kawasaki Wealth & Investment Management first reported a position in P in Q2 2023 and has held it in 13 quarters since. The position peaked at $648K in Q3 2025. 540 funds tracked by Wall St. Rank hold P as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 6,528 shares of Everpure Inc worth $514K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 522 Everpure Inc shares in Q2 2026, an estimated $38.3K.
Everpure Inc made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #231 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Everpure Inc in Q2 2023 and has held it in 13 quarters since.
Gerber Kawasaki Wealth & Investment Management's Everpure Inc position peaked at $648K in Q3 2025.
540 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.