HB Wealth Management’s Everpure Inc P Stock Holding History

HB 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	$761K	Buy	12,897 +1,974	+18%	+$134K	﹤0.01%	785
2025 Q4	$732K	Buy	10,923 +476	+5%	+$39.8K	﹤0.01%	736
2025 Q3	$876K	Buy	10,447 +1,367	+15%	+$90.9K	0.01%	655
2025 Q2	$523K	Sell	9,080 -169	-2%	-$8.41K	﹤0.01%	727
2025 Q1	$409K	Buy	9,249 +420	+5%	+$25.3K	﹤0.01%	835
2024 Q4	$542K	Buy	8,829 +2,021	+30%	+$113K	0.01%	595
2024 Q3	$342K	Buy	6,808 +199	+3%	+$11.2K	﹤0.01%	715
2024 Q2	$424K	Buy	6,609 +169	+3%	+$9.78K	0.01%	590
2024 Q1	$335K	Buy	6,440 +23	+0.4%	+$1.03K	﹤0.01%	626
2023 Q4	$229K	Buy	6,417 +141	+2%	+$4.94K	﹤0.01%	699
2023 Q3	$224K	Buy	6,276 +3	+0%	+$111	﹤0.01%	670
2023 Q2	$231K	Buy	+6,273	New	+$178K	﹤0.01%	625

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

HB Wealth Management increased its Everpure Inc (P) stake by 18% in Q1 2026, buying an estimated $134K and bringing the position to 12,897 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

HB Wealth Management first reported a position in P in Q2 2023 and has held it in 12 quarters since. The position peaked at $876K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

HB Wealth Management held 12,897 shares of Everpure Inc worth $761K as of Q1 2026.
HB Wealth Management bought 1,974 Everpure Inc shares in Q1 2026, an estimated $134K.
Everpure Inc made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #785 holding.
HB Wealth Management first reported a position in Everpure Inc in Q2 2023 and has held it in 12 quarters since.
HB Wealth Management's Everpure Inc position peaked at $876K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.