HWM
P

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
Q2 		$1.02M Buy
12,927
+30
+0.2% +$2.2K 0.01% 737
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
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 $3.38T AUM 44.17% 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

HB Wealth Management's P Position: Q2 2026 in Review

HB Wealth Management increased its Everpure Inc (P) stake by 0.23% in Q2 2026, buying an estimated $2.2K and bringing the position to 12,927 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #737.

HB Wealth Management first reported a position in P in Q2 2023 and has held it in 13 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • HB Wealth Management held 12,927 shares of Everpure Inc worth $1.02M as of Q2 2026.
  • HB Wealth Management bought 30 Everpure Inc shares in Q2 2026, an estimated $2.2K.
  • Everpure Inc made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #737 holding.
  • HB Wealth Management first reported a position in Everpure Inc in Q2 2023 and has held it in 13 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.