Left Brain Wealth Management
P icon

Left Brain Wealth Management’s Everpure Inc P Stock Holding History

Left Brain Wealth 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
Q3 		$544K Buy
+4,160
New +$392K 0.17% 62
2025
Q4 		– Sell
-7,500
Closed -$629K – 102
2025
Q3 		$629K Buy
+7,500
New +$499K 0.2% 62
2025
Q2 		– Sell
-110,823
Closed -$4.91M – 110
2025
Q1 		$4.91M Sell
110,823
-3,212
-3% -$194K 2.14% 17
2024
Q4 		$7.01M Sell
114,035
-451
-0.4% -$25.1K 2.65% 12
2024
Q3 		$5.75M Buy
114,486
+367
+0.3% +$20.7K 2.68% 8
2024
Q2 		$7.33M Buy
114,119
+2,335
+2% +$135K 3.42% 7
2024
Q1 		$5.81M Buy
111,784
+55,208
+98% +$2.46M 2.81% 9
2023
Q4 		$2.02M Sell
56,576
-299
-0.5% -$10.5K 1.17% 35
2023
Q3 		$2.03M Sell
56,875
-35
-0.1% -$1.3K 1.26% 29
2023
Q2 		$2.1M Sell
56,910
-1,710
-3% -$48.4K 1.28% 29
2023
Q1 		$1.34M Buy
58,620
+5,206
+10% +$140K 0.91% 38
2022
Q4 		$1.43M Buy
+53,414
New +$1.55M 1.07% 30

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Left Brain Wealth Management's P Position: Q3 2026 in Review

Left Brain Wealth Management opened a new position in Everpure Inc (P) in Q3 2026: 4,160 shares worth $544K. The stake represents 0.17% of the portfolio and ranks #62 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in P as recently as Q3 2025.

Left Brain Wealth Management first reported a position in P in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.33M in Q2 2024. 785 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Left Brain Wealth Management held 4,160 shares of Everpure Inc worth $544K as of Q3 2026.
  • Everpure Inc was a new Left Brain Wealth Management position in Q3 2026.
  • Everpure Inc made up 0.17% of Left Brain Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Left Brain Wealth Management first reported a position in Everpure Inc in Q4 2022 and has held it in 12 quarters since.
  • Left Brain Wealth Management's Everpure Inc position peaked at $7.33M in Q2 2024.
  • 785 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.