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 Q3	$6.93K	Buy	53 +9	+20%	+$848	﹤0.01%	391
2026 Q2	$3.47K	Buy	+44	New	+$3.22K	﹤0.01%	478

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Planning Strategies's P Position: Q3 2026 in Review

Planning Strategies increased its Everpure Inc (P) stake by 20% in Q3 2026, buying an estimated $848 and bringing the position to 53 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Planning Strategies first reported a position in P in Q2 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold P as of Q3 2026.

Planning Strategies held 53 shares of Everpure Inc worth $6.93K as of Q3 2026.
Planning Strategies bought 9 Everpure Inc shares in Q3 2026, an estimated $848.
Everpure Inc made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #391 holding.
Planning Strategies first reported a position in Everpure Inc in Q2 2026 and has held it in 2 quarters since.
785 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.