LWMI
P

Legacy Wealth Management (Idaho)’s Everpure Inc P Stock Holding History

Legacy Wealth Management (Idaho)’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 		$5.9K Hold
100
– – ﹤0.01% 583
2025
Q4 		$6.7K Hold
100
– – ﹤0.01% 488
2025
Q3 		$8.38K Hold
100
– – ﹤0.01% 371
2025
Q2 		$5.76K Hold
100
– – ﹤0.01% 379
2025
Q1 		$4.43K Hold
100
– – ﹤0.01% 432
2024
Q4 		$6.91K Hold
100
– – ﹤0.01% 342
2024
Q3 		$4.99K Buy
+100
New +$5.65K ﹤0.01% 389

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 Management (Idaho)'s P Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Everpure Inc (P) position steady in Q1 2026 at 100 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Legacy Wealth Management (Idaho) first reported a position in P in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.38K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 100 shares of Everpure Inc worth $5.9K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #583 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Everpure Inc in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Everpure Inc position peaked at $8.38K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.