OWP
P

ORG Wealth Partners’s Everpure Inc P Stock Holding History

ORG Wealth Partners’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 		$2.95K Hold
50
– – ﹤0.01% 576
2025
Q4 		$3.35K Hold
50
– – ﹤0.01% 538
2025
Q3 		$4.19K Hold
50
– – ﹤0.01% 543
2025
Q2 		$2.76K Hold
50
– – ﹤0.01% 583
2025
Q1 		$2.27K Sell
50
-538
-91% -$32.5K ﹤0.01% 661
2024
Q4 		$36.1K Sell
588
-21
-3% -$1.17K 0.01% 273
2024
Q3 		$30.6K Buy
+609
New +$34.4K 0.01% 290

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

ORG Wealth Partners's P Position: Q1 2026 in Review

ORG Wealth Partners held its Everpure Inc (P) position steady in Q1 2026 at 50 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

ORG Wealth Partners first reported a position in P in Q3 2024 and has held it in 7 quarters since. The position peaked at $36.1K in Q4 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • ORG Wealth Partners held 50 shares of Everpure Inc worth $2.95K as of Q1 2026.
  • ORG Wealth Partners left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #576 holding.
  • ORG Wealth Partners first reported a position in Everpure Inc in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Everpure Inc position peaked at $36.1K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.