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 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 $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

Independent Advisor Alliance's P Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Everpure Inc (P) stake by 5.5% in Q1 2026, selling an estimated $70.1K and leaving 17,736 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #811.

Independent Advisor Alliance first reported a position in P in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Independent Advisor Alliance held 17,736 shares of Everpure Inc worth $1.05M as of Q1 2026.
Independent Advisor Alliance sold 1,035 Everpure Inc shares in Q1 2026, an estimated $70.1K.
Everpure Inc made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #811 holding.
Independent Advisor Alliance first reported a position in Everpure Inc in Q2 2024 and has held it in 8 quarters since.
Independent Advisor Alliance's Everpure Inc position peaked at $1.65M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.