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
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 $2.3T 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

Root Financial Partners's P Position: Q2 2026 in Review

Root Financial Partners sold out of Everpure Inc (P) in Q2 2026, closing a stake of 304 shares — an estimated $17.9K sold.

Root Financial Partners first reported a position in P in Q3 2025 and held it in 3 quarters. The position peaked at $19.4K in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Root Financial Partners reported no remaining Everpure Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 304 Everpure Inc shares in Q2 2026, an estimated $17.9K.
  • Root Financial Partners first reported a position in Everpure Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Everpure Inc position peaked at $19.4K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.