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 Q2	$705K	Hold	8,950	–	–	0.18%	130
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Ohio)'s P Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Everpure Inc (P) position steady in Q2 2026 at 8,950 shares worth $705K. The position accounts for 0.18% of the portfolio, ranked #130.

Heritage Wealth Management (Ohio) first reported a position in P in Q2 2024 and has held it in 9 quarters since. The position peaked at $763K in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

Heritage Wealth Management (Ohio) held 8,950 shares of Everpure Inc worth $705K as of Q2 2026.
Heritage Wealth Management (Ohio) left its Everpure Inc share count unchanged in Q2 2026.
Everpure Inc made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #130 holding.
Heritage Wealth Management (Ohio) first reported a position in Everpure Inc in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Everpure Inc position peaked at $763K in Q3 2025.
814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.