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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Principia Wealth Advisory's P Position: Q4 2025 in Review

Principia Wealth Advisory increased its Everpure Inc (P) stake by 38% in Q4 2025, buying an estimated $251 and bringing the position to 11 shares worth $737. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Principia Wealth Advisory first reported a position in P in Q4 2024 and has held it in 5 quarters since. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Principia Wealth Advisory held 11 shares of Everpure Inc worth $737 as of Q4 2025.
  • Principia Wealth Advisory bought 3 Everpure Inc shares in Q4 2025, an estimated $251.
  • Everpure Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #744 holding.
  • Principia Wealth Advisory first reported a position in Everpure Inc in Q4 2024 and has held it in 5 quarters since.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.