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
Q2 		– Sell
-20,000
Closed -$1.47M – 361
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mission Wealth Management's P Position: Q2 2026 in Review

Mission Wealth Management increased its Everpure Inc (P) stake by 3.6% in Q2 2026, buying an estimated $54.8K and bringing the position to 21,316 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #347.

Mission Wealth Management first reported a position in P in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Mission Wealth Management held 21,316 shares of Everpure Inc worth $1.68M as of Q2 2026.
  • Mission Wealth Management bought 748 Everpure Inc shares in Q2 2026, an estimated $54.8K.
  • Everpure Inc made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Mission Wealth Management first reported a position in Everpure Inc in Q1 2025 and has held it in 6 quarters since.
  • Mission Wealth Management's Everpure Inc position peaked at $2.33M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.