PWA
P

Principia Wealth Advisory’s Everpure Inc P Stock Holding History

Principia Wealth Advisory’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 		$2.21K Buy
28
+7
+33% +$513 ﹤0.01% 562
2026
Q1 		$1.24K Buy
21
+10
+91% +$677 ﹤0.01% 647
2025
Q4 		$737 Buy
11
+3
+38% +$251 ﹤0.01% 744
2025
Q3 		$670 Buy
8
+2
+33% +$133 ﹤0.01% 735
2025
Q2 		$345 Buy
6
+5
+500% +$249 ﹤0.01% 821
2025
Q1 		$45 Sell
1
-10
-91% -$603 ﹤0.01% 842
2024
Q4 		$676 Buy
+11
New +$613 ﹤0.01% 458

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

Principia Wealth Advisory's P Position: Q2 2026 in Review

Principia Wealth Advisory increased its Everpure Inc (P) stake by 33% in Q2 2026, buying an estimated $513 and bringing the position to 28 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Principia Wealth Advisory first reported a position in P in Q4 2024 and has held it in 7 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Principia Wealth Advisory held 28 shares of Everpure Inc worth $2.21K as of Q2 2026.
  • Principia Wealth Advisory bought 7 Everpure Inc shares in Q2 2026, an estimated $513.
  • Everpure Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #562 holding.
  • Principia Wealth Advisory first reported a position in Everpure Inc in Q4 2024 and has held it in 7 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.