MWM
P

Mosley Wealth Management’s Everpure Inc P Stock Holding History

Mosley 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 		$788 Hold
10
– – ﹤0.01% 587
2026
Q1 		$838 Buy
+10
New +$677 ﹤0.01% 422

Other funds holding P

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Mosley Wealth Management held its Everpure Inc (P) position steady in Q2 2026 at 10 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Mosley Wealth Management first reported a position in P in Q1 2026 and has held it in 2 quarters since. The position peaked at $838 in Q1 2026. 415 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Mosley Wealth Management held 10 shares of Everpure Inc worth $788 as of Q2 2026.
  • Mosley Wealth Management left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Mosley Wealth Management first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Everpure Inc position peaked at $838 in Q1 2026.
  • 415 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.