PWA
P

Physician Wealth Advisors’s Everpure Inc P Stock Holding History

Physician Wealth Advisors’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 		$631 Sell
8
-8
-50% -$586 ﹤0.01% 2003
2026
Q1 		$945 Buy
16
+4
+33% +$271 ﹤0.01% 1723
2025
Q4 		$805 Hold
12
– – ﹤0.01% 1701
2025
Q3 		$1.01K Buy
+12
New +$798 ﹤0.01% 1577

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

Physician Wealth Advisors's P Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Everpure Inc (P) stake by 50% in Q2 2026, selling an estimated $586 and leaving 8 shares worth $631. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Physician Wealth Advisors first reported a position in P in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01K in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Physician Wealth Advisors held 8 shares of Everpure Inc worth $631 as of Q2 2026.
  • Physician Wealth Advisors sold 8 Everpure Inc shares in Q2 2026, an estimated $586.
  • Everpure Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2003 holding.
  • Physician Wealth Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Everpure Inc position peaked at $1.01K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

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