PSA
P

Plum Street Advisors’s Everpure Inc P Stock Holding History

Plum Street 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 		$690K Hold
8,753
– – 0.22% 65
2026
Q1 		$517K Hold
8,753
– – 0.18% 71
2025
Q4 		$587K Hold
8,753
– – 0.21% 68
2025
Q3 		$734K Buy
+8,753
New +$582K 0.28% 62

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

Plum Street Advisors's P Position: Q2 2026 in Review

Plum Street Advisors held its Everpure Inc (P) position steady in Q2 2026 at 8,753 shares worth $690K. The position accounts for 0.22% of the portfolio, ranked #65.

Plum Street Advisors first reported a position in P in Q3 2025 and has held it in 4 quarters since. The position peaked at $734K in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Plum Street Advisors held 8,753 shares of Everpure Inc worth $690K as of Q2 2026.
  • Plum Street Advisors left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up 0.22% of Plum Street Advisors's portfolio in Q2 2026, its #65 holding.
  • Plum Street Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • Plum Street Advisors's Everpure Inc position peaked at $734K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.