HWMO
P

Heritage Wealth Management (Ohio)’s Everpure Inc P Stock Holding History

Heritage Wealth Management (Ohio)’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 		$528K Hold
8,950
– – 0.26% 93
2025
Q4 		$600K Sell
8,950
-150
-2% -$12.5K 0.17% 132
2025
Q3 		$763K Hold
9,100
– – 0.22% 107
2025
Q2 		$524K Sell
9,100
-875
-9% -$43.5K 0.17% 131
2025
Q1 		$442K Sell
9,975
-975
-9% -$58.8K 0.15% 148
2024
Q4 		$673K Hold
10,950
– – 0.22% 112
2024
Q3 		$550K Sell
10,950
-200
-2% -$11.3K 0.18% 127
2024
Q2 		$721K Buy
+11,150
New +$645K 0.24% 104

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

Heritage Wealth Management (Ohio)'s P Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Everpure Inc (P) position steady in Q1 2026 at 8,950 shares worth $528K. The position accounts for 0.26% of the portfolio, ranked #93.

Heritage Wealth Management (Ohio) first reported a position in P in Q2 2024 and has held it in 8 quarters since. The position peaked at $763K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 8,950 shares of Everpure Inc worth $528K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up 0.26% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #93 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Everpure Inc in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Everpure Inc position peaked at $763K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.