IMA Advisory Services’s Everpure Inc P Stock Holding History

IMA Advisory Services’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	$4.19M	Buy	53,227 +771	+1%	+$56.5K	0.26%	77
2026 Q1	$3.1M	Sell	52,456 -27	-0.1%	-$1.83K	0.3%	72
2025 Q4	$3.52M	Sell	52,483 -79	-0.2%	-$6.6K	0.34%	66
2025 Q3	$4.41M	Sell	52,562 -214	-0.4%	-$14.2K	0.44%	47
2025 Q2	$3.04M	Buy	52,776 +2,500	+5%	+$124K	0.33%	59
2025 Q1	$2.23M	Buy	50,276 +1,212	+2%	+$73.1K	0.26%	70
2024 Q4	$3.01M	Buy	49,064 +23,573	+92%	+$1.31M	0.36%	62
2024 Q3	$1.28M	Sell	25,491 -3,009	-11%	-$170K	0.28%	87
2024 Q2	$1.83M	Hold	28,500	–	–	0.81%	43
2024 Q1	$1.48M	Sell	28,500 -3,200	-10%	-$143K	0.7%	47
2023 Q4	$1.13M	Hold	31,700	–	–	0.57%	50
2023 Q3	$1.13M	Hold	31,700	–	–	0.29%	86
2023 Q2	$1.17M	Hold	31,700	–	–	0.3%	90
2023 Q1	$809K	Hold	31,700	–	–	0.21%	95
2022 Q4	$848K	Hold	31,700	–	–	0.22%	92
2022 Q3	$868K	Hold	31,700	–	–	0.23%	94
2022 Q2	$815K	Buy	+31,700	New	+$877K	0.2%	96

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

IMA Advisory Services's P Position: Q2 2026 in Review

IMA Advisory Services increased its Everpure Inc (P) stake by 1.5% in Q2 2026, buying an estimated $56.5K and bringing the position to 53,227 shares worth $4.19M. The position accounts for 0.26% of the portfolio, ranked #77.

IMA Advisory Services first reported a position in P in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.41M in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

IMA Advisory Services held 53,227 shares of Everpure Inc worth $4.19M as of Q2 2026.
IMA Advisory Services bought 771 Everpure Inc shares in Q2 2026, an estimated $56.5K.
Everpure Inc made up 0.26% of IMA Advisory Services's portfolio in Q2 2026, its #77 holding.
IMA Advisory Services first reported a position in Everpure Inc in Q2 2022 and has held it in 17 quarters since.
IMA Advisory Services's Everpure Inc position peaked at $4.41M in Q3 2025.
814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.