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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MBM Wealth Consultants's P Position: Q1 2026 in Review

MBM Wealth Consultants increased its Everpure Inc (P) stake by 6.8% in Q1 2026, buying an estimated $52.6K and bringing the position to 12,146 shares worth $717K. The position accounts for 0.16% of the portfolio, ranked #60.

MBM Wealth Consultants first reported a position in P in Q4 2022 and has held it in 14 quarters since. The position peaked at $947K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

MBM Wealth Consultants held 12,146 shares of Everpure Inc worth $717K as of Q1 2026.
MBM Wealth Consultants bought 776 Everpure Inc shares in Q1 2026, an estimated $52.6K.
Everpure Inc made up 0.16% of MBM Wealth Consultants's portfolio in Q1 2026, its #60 holding.
MBM Wealth Consultants first reported a position in Everpure Inc in Q4 2022 and has held it in 14 quarters since.
MBM Wealth Consultants's Everpure Inc position peaked at $947K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on MBM Wealth Consultants's 13F filing for Q1 2026, filed 20 Apr 2026.