NWF Advisory Services’s Everpure Inc P Stock Holding History

NWF Advisory Services’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	$471K	Buy	7,976 +60	+0.8%	+$4.06K	0.05%	218
2025 Q4	$530K	Hold	7,916	–	–	0.06%	201
2025 Q3	$663K	Buy	7,916 +100	+1%	+$6.65K	0.07%	177
2025 Q2	$450K	Hold	7,816	–	–	0.05%	227
2025 Q1	$346K	Hold	7,816	–	–	0.05%	224
2024 Q4	$480K	Hold	7,816	–	–	0.07%	143
2024 Q3	$393K	Hold	7,816	–	–	0.06%	204
2024 Q2	$502K	Sell	7,816 -144	-2%	-$8.33K	0.08%	157
2024 Q1	$414K	Hold	7,960	–	–	0.07%	185
2023 Q4	$284K	Buy	+7,960	New	+$279K	0.06%	211

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

NWF Advisory Services's P Position: Q1 2026 in Review

NWF Advisory Services increased its Everpure Inc (P) stake by 0.76% in Q1 2026, buying an estimated $4.06K and bringing the position to 7,976 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #218.

NWF Advisory Services first reported a position in P in Q4 2023 and has held it in 10 quarters since. The position peaked at $663K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

NWF Advisory Services held 7,976 shares of Everpure Inc worth $471K as of Q1 2026.
NWF Advisory Services bought 60 Everpure Inc shares in Q1 2026, an estimated $4.06K.
Everpure Inc made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #218 holding.
NWF Advisory Services first reported a position in Everpure Inc in Q4 2023 and has held it in 10 quarters since.
NWF Advisory Services's Everpure Inc position peaked at $663K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.