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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RBA Wealth Management's P Position: Q1 2026 in Review

RBA Wealth Management increased its Everpure Inc (P) stake by 3.2% in Q1 2026, buying an estimated $169K and bringing the position to 80,285 shares worth $4.74M. The position accounts for 1.71% of the portfolio, ranked #29.

RBA Wealth Management first reported a position in P in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.96M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • RBA Wealth Management held 80,285 shares of Everpure Inc worth $4.74M as of Q1 2026.
  • RBA Wealth Management bought 2,489 Everpure Inc shares in Q1 2026, an estimated $169K.
  • Everpure Inc made up 1.71% of RBA Wealth Management's portfolio in Q1 2026, its #29 holding.
  • RBA Wealth Management first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • RBA Wealth Management's Everpure Inc position peaked at $5.96M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.