KPWS
P

Kestra Private Wealth Services’s Everpure Inc P Stock Holding History

Kestra Private Wealth Services’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 		$420K Sell
5,330
-1,030
-16% -$75.5K ﹤0.01% 1342
2026
Q1 		$375K Buy
6,360
+68
+1% +$4.61K ﹤0.01% 1348
2025
Q4 		$422K Buy
6,292
+285
+5% +$23.8K 0.01% 1265
2025
Q3 		$503K Buy
6,007
+479
+9% +$31.9K 0.01% 1092
2025
Q2 		$318K Sell
5,528
-1,514
-21% -$75.3K ﹤0.01% 1247
2025
Q1 		$312K Buy
7,042
+616
+10% +$37.2K 0.01% 1181
2024
Q4 		$395K Buy
6,426
+537
+9% +$29.9K 0.01% 1032
2024
Q3 		$306K Sell
5,889
-380
-6% -$21.5K 0.01% 1076
2024
Q2 		$403K Sell
6,269
-29
-0.5% -$1.68K 0.01% 922
2024
Q1 		$327K Sell
6,298
-1,108
-15% -$49.5K 0.01% 977
2023
Q4 		$264K Buy
7,406
+1,226
+20% +$43K 0.01% 1000
2023
Q3 		$220K Hold
6,180
– – 0.01% 994
2023
Q2 		$228K Buy
+6,180
New +$175K 0.01% 922
2023
Q1 		– Sell
-29,175
Closed -$781K – 1088
2022
Q4 		$781K Sell
29,175
-1,573
-5% -$45.7K 0.04% 420
2022
Q3 		$842K Sell
30,748
-990
-3% -$28K 0.05% 368
2022
Q2 		$816K Sell
31,738
-1,788
-5% -$49.5K 0.05% 375
2022
Q1 		$1.18M Sell
33,526
-7,236
-18% -$211K 0.06% 336
2021
Q4 		$1.33M Sell
40,762
-8,448
-17% -$245K 0.06% 316
2021
Q3 		$1.24M Sell
49,210
-22,674
-32% -$501K 0.07% 304
2021
Q2 		$1.4M Buy
71,884
+23,346
+48% +$459K 0.09% 260
2021
Q1 		$1.05M Buy
+48,538
New +$1.15M 0.07% 281

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's P Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Everpure Inc (P) stake by 16% in Q2 2026, selling an estimated $75.5K and leaving 5,330 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Kestra Private Wealth Services first reported a position in P in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q2 2021. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Kestra Private Wealth Services held 5,330 shares of Everpure Inc worth $420K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,030 Everpure Inc shares in Q2 2026, an estimated $75.5K.
  • Everpure Inc made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1342 holding.
  • Kestra Private Wealth Services first reported a position in Everpure Inc in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Everpure Inc position peaked at $1.4M in Q2 2021.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.