Independent Advisor Alliance’s Everpure Inc P Stock Holding History

Independent Advisor Alliance’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	$1.38M	Sell	17,501 -235	-1%	-$17.2K	0.03%	371
2026 Q1	$1.05M	Sell	17,736 -1,035	-6%	-$70.1K	0.01%	811
2025 Q4	$1.26M	Sell	18,771 -867	-4%	-$72.4K	0.03%	413
2025 Q3	$1.65M	Buy	19,638 +8,646	+79%	+$575K	0.04%	338
2025 Q2	$633K	Buy	10,992 +2,189	+25%	+$109K	0.02%	520
2025 Q1	$390K	Buy	8,803 +3,476	+65%	+$210K	0.01%	585
2024 Q4	$327K	Buy	5,327 +1,296	+32%	+$72.2K	﹤0.01%	1102
2024 Q3	$203K	Sell	4,031 -468	-10%	-$26.5K	0.01%	660
2024 Q2	$289K	Buy	+4,499	New	+$260K	0.01%	580

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's P Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Everpure Inc (P) stake by 1.3% in Q2 2026, selling an estimated $17.2K and leaving 17,501 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #371.

Independent Advisor Alliance first reported a position in P in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

Independent Advisor Alliance held 17,501 shares of Everpure Inc worth $1.38M as of Q2 2026.
Independent Advisor Alliance sold 235 Everpure Inc shares in Q2 2026, an estimated $17.2K.
Everpure Inc made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #371 holding.
Independent Advisor Alliance first reported a position in Everpure Inc in Q2 2024 and has held it in 9 quarters since.
Independent Advisor Alliance's Everpure Inc position peaked at $1.65M in Q3 2025.
817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.