LWAM
P

Legacy Wealth Asset Management’s Everpure Inc P Stock Holding History

Legacy Wealth Asset 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
-4,902
Closed -$328K – 393
2025
Q4 		$328K Sell
4,902
-1,067
-18% -$89.1K 0.08% 310
2025
Q3 		$500K Buy
5,969
+200
+3% +$13.3K 0.12% 255
2025
Q2 		$332K Buy
5,769
+112
+2% +$5.57K 0.08% 302
2025
Q1 		$250K Sell
5,657
-134
-2% -$8.08K 0.07% 320
2024
Q4 		$356K Sell
5,791
-635
-10% -$35.4K 0.1% 282
2024
Q3 		$323K Buy
6,426
+308
+5% +$17.4K 0.09% 296
2024
Q2 		$393K Buy
+6,118
New +$354K 0.11% 267

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

Legacy Wealth Asset Management's P Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 4,902 shares — an estimated $328K sold.

Legacy Wealth Asset Management first reported a position in P in Q2 2024 and held it in 7 quarters. The position peaked at $500K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,902 Everpure Inc shares in Q1 2026, an estimated $328K.
  • Legacy Wealth Asset Management first reported a position in Everpure Inc in Q2 2024 and held it in 7 quarters.
  • Legacy Wealth Asset Management's Everpure Inc position peaked at $500K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.