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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Integrated Wealth Concepts's P Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Everpure Inc (P) stake by 226% in Q1 2026, buying an estimated $1.26M and bringing the position to 26,860 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #862.

Integrated Wealth Concepts first reported a position in P in Q1 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Integrated Wealth Concepts held 26,860 shares of Everpure Inc worth $1.59M as of Q1 2026.
  • Integrated Wealth Concepts bought 18,623 Everpure Inc shares in Q1 2026, an estimated $1.26M.
  • Everpure Inc made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #862 holding.
  • Integrated Wealth Concepts first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.