MBM Wealth Consultants
P icon

MBM Wealth Consultants’s Everpure Inc P Stock Holding History

MBM Wealth Consultants’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 		$1.92M Buy
14,703
+842
+6% +$79.3K 0.35% 43
2026
Q2 		$1.09M Buy
13,861
+1,715
+14% +$126K 0.21% 60
2026
Q1 		$717K Buy
12,146
+776
+7% +$52.6K 0.16% 60
2025
Q4 		$762K Buy
11,370
+76
+0.7% +$6.35K 0.18% 60
2025
Q3 		$947K Sell
11,294
-4,684
-29% -$312K 0.24% 54
2025
Q2 		$920K Buy
15,978
+4,606
+41% +$229K 0.25% 55
2025
Q1 		$503K Buy
11,372
+252
+2% +$15.2K 0.15% 64
2024
Q4 		$695K Buy
11,120
+425
+4% +$23.7K 0.21% 56
2024
Q3 		$537K Buy
10,695
+899
+9% +$50.8K 0.17% 59
2024
Q2 		$645K Sell
9,796
-2,932
-23% -$170K 0.22% 54
2024
Q1 		$662K Sell
12,728
-1,016
-7% -$45.4K 0.23% 55
2023
Q4 		$570K Buy
13,744
+2,015
+17% +$70.7K 0.21% 55
2023
Q3 		$412K Sell
11,729
-1,405
-11% -$52.1K 0.18% 61
2023
Q2 		$493K Buy
13,134
+2,719
+26% +$77K 0.21% 56
2023
Q1 		$315K Hold
10,415
– – 0.13% 72
2022
Q4 		$283K Buy
+10,415
New +$303K 0.13% 77

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

MBM Wealth Consultants's P Position: Q3 2026 in Review

MBM Wealth Consultants increased its Everpure Inc (P) stake by 6.1% in Q3 2026, buying an estimated $79.3K and bringing the position to 14,703 shares worth $1.92M. The position accounts for 0.35% of the portfolio, ranked #43.

MBM Wealth Consultants first reported a position in P in Q4 2022 and has held it in 16 quarters since. 785 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • MBM Wealth Consultants held 14,703 shares of Everpure Inc worth $1.92M as of Q3 2026.
  • MBM Wealth Consultants bought 842 Everpure Inc shares in Q3 2026, an estimated $79.3K.
  • Everpure Inc made up 0.35% of MBM Wealth Consultants's portfolio in Q3 2026, its #43 holding.
  • MBM Wealth Consultants first reported a position in Everpure Inc in Q4 2022 and has held it in 16 quarters since.
  • 785 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.