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 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 $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

IMA Advisory Services's P Position: Q1 2026 in Review

IMA Advisory Services reduced its Everpure Inc (P) stake by 0.05% in Q1 2026, selling an estimated $1.83K and leaving 52,456 shares worth $3.1M. The position accounts for 0.3% of the portfolio, ranked #72.

IMA Advisory Services first reported a position in P in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.41M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

IMA Advisory Services held 52,456 shares of Everpure Inc worth $3.1M as of Q1 2026.
IMA Advisory Services sold 27 Everpure Inc shares in Q1 2026, an estimated $1.83K.
Everpure Inc made up 0.3% of IMA Advisory Services's portfolio in Q1 2026, its #72 holding.
IMA Advisory Services first reported a position in Everpure Inc in Q2 2022 and has held it in 16 quarters since.
IMA Advisory Services's Everpure Inc position peaked at $4.41M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.