MWM
P

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
Q1 		$1.18M Hold
20,000
– – 0.02% 302
2025
Q4 		$1.34M Hold
20,000
– – 0.03% 280
2025
Q3 		$1.68M Buy
+20,000
New +$1.33M 0.03% 244
2025
Q2 		– Hold
0
– – – 304
2025
Q1 		– Hold
0
– – – 206

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

Mission Wealth Management's P Position: Q1 2026 in Review

Mission Wealth Management reduced its Everpure Inc (P) stake by 0.63% in Q1 2026, selling an estimated $8.8K and leaving 20,568 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #295.

Mission Wealth Management first reported a position in P in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q2 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Mission Wealth Management held 20,568 shares of Everpure Inc worth $1.21M as of Q1 2026.
  • Mission Wealth Management sold 130 Everpure Inc shares in Q1 2026, an estimated $8.8K.
  • Everpure Inc made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #295 holding.
  • Mission Wealth Management first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
  • Mission Wealth Management's Everpure Inc position peaked at $2.33M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.