IWC
P

Integrated Wealth Concepts’s Everpure Inc P Stock Holding History

Integrated Wealth Concepts’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 		$1.77M Sell
22,437
-4,423
-16% -$324K 0.01% 904
2026
Q1 		$1.59M Buy
26,860
+18,623
+226% +$1.26M 0.01% 862
2025
Q4 		$552K Sell
8,237
-9,547
-54% -$798K 0.01% 1045
2025
Q3 		$1.49M Buy
17,784
+29
+0.2% +$1.93K 0.01% 795
2025
Q2 		$1.02M Buy
17,755
+5,532
+45% +$275K 0.01% 903
2025
Q1 		$541K Buy
+12,223
New +$737K 0.01% 1112

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's P Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Everpure Inc (P) stake by 16% in Q2 2026, selling an estimated $324K and leaving 22,437 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #904.

Integrated Wealth Concepts first reported a position in P in Q1 2025 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Integrated Wealth Concepts held 22,437 shares of Everpure Inc worth $1.77M as of Q2 2026.
  • Integrated Wealth Concepts sold 4,423 Everpure Inc shares in Q2 2026, an estimated $324K.
  • Everpure Inc made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #904 holding.
  • Integrated Wealth Concepts first reported a position in Everpure Inc in Q1 2025 and has held it in 6 quarters since.
  • 815 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.