Root Financial Partners
P icon

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
Q3 		$60.6K Buy
+463
New +$43.6K ﹤0.01% 985
2026
Q2 		– Sell
-304
Closed -$17.9K – 2478
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Root Financial Partners's P Position: Q3 2026 in Review

Root Financial Partners opened a new position in Everpure Inc (P) in Q3 2026: 463 shares worth $60.6K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in P as recently as Q1 2026.

Root Financial Partners first reported a position in P in Q3 2025 and has held it in 4 quarters since. 785 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Root Financial Partners held 463 shares of Everpure Inc worth $60.6K as of Q3 2026.
  • Everpure Inc was a new Root Financial Partners position in Q3 2026.
  • Everpure Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #985 holding.
  • Root Financial Partners first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • 785 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.