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
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 $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

Pinnacle Wealth Planning Services's P Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Everpure Inc (P) stake by 2.8% in Q1 2026, selling an estimated $474 and leaving 240 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Pinnacle Wealth Planning Services first reported a position in P in Q4 2020 and has held it in 3 quarters since. The position peaked at $16.6K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Pinnacle Wealth Planning Services held 240 shares of Everpure Inc worth $14.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 7 Everpure Inc shares in Q1 2026, an estimated $474.
  • Everpure Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1865 holding.
  • Pinnacle Wealth Planning Services first reported a position in Everpure Inc in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Everpure Inc position peaked at $16.6K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.