RFP
P

Root Financial Partners’s Everpure Inc P Stock Holding History

Root Financial Partners’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 		$17.9K Buy
304
+53
+21% +$3.59K ﹤0.01% 1383
2025
Q4 		$16.8K Buy
251
+20
+9% +$1.67K ﹤0.01% 1264
2025
Q3 		$19.4K Buy
+231
New +$15.4K ﹤0.01% 1136

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

Root Financial Partners's P Position: Q1 2026 in Review

Root Financial Partners increased its Everpure Inc (P) stake by 21% in Q1 2026, buying an estimated $3.59K and bringing the position to 304 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Root Financial Partners first reported a position in P in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.4K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Root Financial Partners held 304 shares of Everpure Inc worth $17.9K as of Q1 2026.
  • Root Financial Partners bought 53 Everpure Inc shares in Q1 2026, an estimated $3.59K.
  • Everpure Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1383 holding.
  • Root Financial Partners first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Everpure Inc position peaked at $19.4K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.