JSW
P

Journey Strategic Wealth’s Everpure Inc P Stock Holding History

Journey Strategic Wealth’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 		$276K Buy
4,679
+279
+6% +$18.9K 0.01% 587
2025
Q4 		$295K Buy
4,400
+25
+0.6% +$2.09K 0.01% 515
2025
Q3 		$367K Buy
4,375
+338
+8% +$22.5K 0.01% 391
2025
Q2 		$232K Buy
+4,037
New +$201K 0.01% 548

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

Journey Strategic Wealth's P Position: Q1 2026 in Review

Journey Strategic Wealth increased its Everpure Inc (P) stake by 6.3% in Q1 2026, buying an estimated $18.9K and bringing the position to 4,679 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #587.

Journey Strategic Wealth first reported a position in P in Q2 2025 and has held it in 4 quarters since. The position peaked at $367K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Journey Strategic Wealth held 4,679 shares of Everpure Inc worth $276K as of Q1 2026.
  • Journey Strategic Wealth bought 279 Everpure Inc shares in Q1 2026, an estimated $18.9K.
  • Everpure Inc made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #587 holding.
  • Journey Strategic Wealth first reported a position in Everpure Inc in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Everpure Inc position peaked at $367K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.