Mission Wealth Management
P icon

Mission Wealth Management’s Everpure Inc P Stock Holding History

Mission 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 		$2.7M Sell
20,618
-698
-3% -$65.7K 0.04% 228
2026
Q2 		$1.68M Buy
21,316
+748
+4% +$54.8K 0.02% 347
2026
Q1 		$1.21M Sell
20,568
-130
-0.6% -$8.8K 0.03% 295
2025
Q4 		$1.39M Buy
20,698
+205
+1% +$17.1K 0.03% 274
2025
Q3 		$1.72M Sell
20,493
-19,932
-49% -$1.33M 0.03% 239
2025
Q2 		$2.33M Buy
40,425
+7
+0% +$348 0.05% 197
2025
Q1 		$1.79M Buy
+40,418
New +$2.44M 0.04% 205

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

Mission Wealth Management's P Position: Q3 2026 in Review

Mission Wealth Management reduced its Everpure Inc (P) stake by 3.3% in Q3 2026, selling an estimated $65.7K and leaving 20,618 shares worth $2.7M. The position accounts for 0.04% of the portfolio, ranked #228.

Mission Wealth Management first reported a position in P in Q1 2025 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Mission Wealth Management held 20,618 shares of Everpure Inc worth $2.7M as of Q3 2026.
  • Mission Wealth Management sold 698 Everpure Inc shares in Q3 2026, an estimated $65.7K.
  • Everpure Inc made up 0.04% of Mission Wealth Management's portfolio in Q3 2026, its #228 holding.
  • Mission Wealth Management first reported a position in Everpure Inc in Q1 2025 and has held it in 7 quarters since.
  • 785 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.