PWPS
P

Pinnacle Wealth Planning Services’s Everpure Inc P Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$20.4K Buy
259
+19
+8% +$1.39K ﹤0.01% 1773
2026
Q1 		$14.2K Sell
240
-7
-3% -$474 ﹤0.01% 1865
2025
Q4 		$16.6K Buy
+247
New +$20.6K ﹤0.01% 1807
2021
Q1 		– Sell
-13
Closed – – 1553
2020
Q4 		$0 Buy
+13
New +$249 ﹤0.01% 2300

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

Pinnacle Wealth Planning Services's P Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Everpure Inc (P) stake by 7.9% in Q2 2026, buying an estimated $1.39K and bringing the position to 259 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Pinnacle Wealth Planning Services first reported a position in P in Q4 2020 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Pinnacle Wealth Planning Services held 259 shares of Everpure Inc worth $20.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 19 Everpure Inc shares in Q2 2026, an estimated $1.39K.
  • Everpure Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1773 holding.
  • Pinnacle Wealth Planning Services first reported a position in Everpure Inc in Q4 2020 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.