JRPIM
P

Journey Retirement Planning & Investment Management’s Everpure Inc P Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-3,699
Closed -$248K – 211
2025
Q4 		$248K Buy
+3,699
New +$309K 0.05% 220

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $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

Journey Retirement Planning & Investment Management's P Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 3,699 shares — an estimated $248K sold.

Journey Retirement Planning & Investment Management first reported a position in P in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 765 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 3,699 Everpure Inc shares in Q1 2026, an estimated $248K.
  • Journey Retirement Planning & Investment Management first reported a position in Everpure Inc in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Everpure Inc position peaked at $248K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.