PWMG
P

Private Wealth Management Group’s Everpure Inc P Stock Holding History

Private Wealth Management Group’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 		$15.2K Buy
193
+20
+12% +$1.47K ﹤0.01% 460
2026
Q1 		$10.2K Buy
173
+44
+34% +$2.98K ﹤0.01% 514
2025
Q4 		$8.64K Hold
129
– – ﹤0.01% 553
2025
Q3 		$10.8K Buy
129
+50
+63% +$3.33K ﹤0.01% 484
2025
Q2 		$4.55K Sell
79
-97
-55% -$4.83K ﹤0.01% 798
2025
Q1 		$7.79K Sell
176
-23
-12% -$1.39K ﹤0.01% 559
2024
Q4 		$12.2K Buy
199
+66
+50% +$3.68K ﹤0.01% 416
2024
Q3 		$6.68K Sell
133
-16
-11% -$904 ﹤0.01% 607
2024
Q2 		$9.57K Buy
149
+82
+122% +$4.75K ﹤0.01% 454
2024
Q1 		$3.48K Hold
67
– – ﹤0.01% 757
2023
Q4 		$2.39K Buy
+67
New +$2.35K ﹤0.01% 902

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

Private Wealth Management Group's P Position: Q2 2026 in Review

Private Wealth Management Group increased its Everpure Inc (P) stake by 12% in Q2 2026, buying an estimated $1.47K and bringing the position to 193 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Private Wealth Management Group first reported a position in P in Q4 2023 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Private Wealth Management Group held 193 shares of Everpure Inc worth $15.2K as of Q2 2026.
  • Private Wealth Management Group bought 20 Everpure Inc shares in Q2 2026, an estimated $1.47K.
  • Everpure Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #460 holding.
  • Private Wealth Management Group first reported a position in Everpure Inc in Q4 2023 and has held it in 11 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.