IWS
P

Intentional Wealth Strategies’s Everpure Inc P Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-405
Closed -$23.9K – 692
2026
Q1 		$23.9K Buy
+405
New +$27.4K 0.02% 246

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

Intentional Wealth Strategies's P Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Everpure Inc (P) in Q2 2026, closing a stake of 405 shares — an estimated $23.9K sold.

Intentional Wealth Strategies first reported a position in P in Q1 2026 and held it in 1 quarter. The position peaked at $23.9K in Q1 2026. 808 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Everpure Inc position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 405 Everpure Inc shares in Q2 2026, an estimated $23.9K.
  • Intentional Wealth Strategies first reported a position in Everpure Inc in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Everpure Inc position peaked at $23.9K in Q1 2026.
  • 808 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.