Planning Strategies’s Everpure Inc P Stock Holding History

Planning Strategies’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	$3.47K	Buy	+44	New	+$3.22K	﹤0.01%	478

Other funds holding P

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Planning Strategies's P Position: Q2 2026 in Review

Planning Strategies opened a new position in Everpure Inc (P) in Q2 2026: 44 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

757 funds tracked by Wall St. Rank hold P as of Q2 2026.

Planning Strategies held 44 shares of Everpure Inc worth $3.47K as of Q2 2026.
Everpure Inc was a new Planning Strategies position in Q2 2026.
Everpure Inc made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #478 holding.
757 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.