RWM
P

RBA Wealth Management’s Everpure Inc P Stock Holding History

RBA Wealth Management’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 		$6.22M Sell
78,953
-1,332
-2% -$97.6K 2.28% 13
2026
Q1 		$4.74M Buy
80,285
+2,489
+3% +$169K 1.71% 29
2025
Q4 		$5.21M Buy
77,796
+6,639
+9% +$555K 1.77% 25
2025
Q3 		$5.96M Buy
+71,157
New +$4.73M 2.06% 18

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

RBA Wealth Management's P Position: Q2 2026 in Review

RBA Wealth Management reduced its Everpure Inc (P) stake by 1.7% in Q2 2026, selling an estimated $97.6K and leaving 78,953 shares worth $6.22M. The position accounts for 2.28% of the portfolio, ranked #13.

RBA Wealth Management first reported a position in P in Q3 2025 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • RBA Wealth Management held 78,953 shares of Everpure Inc worth $6.22M as of Q2 2026.
  • RBA Wealth Management sold 1,332 Everpure Inc shares in Q2 2026, an estimated $97.6K.
  • Everpure Inc made up 2.28% of RBA Wealth Management's portfolio in Q2 2026, its #13 holding.
  • RBA Wealth Management first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.