Segment Wealth Management’s Everpure Inc P Stock Holding History

Segment 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	$1.22M	Hold	15,456	–	–	0.06%	154
2026 Q1	$913K	Sell	15,456 -6	-0%	-$406	0.05%	176
2025 Q4	$1.04M	Sell	15,462 -24	-0.2%	-$2K	0.06%	166
2025 Q3	$1.3M	Hold	15,486	–	–	0.08%	139
2025 Q2	$892K	Hold	15,486	–	–	0.06%	168
2025 Q1	$686K	Hold	15,486	–	–	0.05%	178
2024 Q4	$951K	Hold	15,486	–	–	0.06%	154
2024 Q3	$778K	Hold	15,486	–	–	0.05%	162
2024 Q2	$994K	Sell	15,486 -312	-2%	-$18.1K	0.07%	147
2024 Q1	$821K	Hold	15,798	–	–	0.06%	155
2023 Q4	$563K	Hold	15,798	–	–	0.05%	171
2023 Q3	$563K	Hold	15,798	–	–	0.06%	152
2023 Q2	$582K	Buy	+15,798	New	+$448K	0.06%	145

Other funds holding P

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Segment Wealth Management held its Everpure Inc (P) position steady in Q2 2026 at 15,456 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #154.

Segment Wealth Management first reported a position in P in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q3 2025. 117 funds tracked by Wall St. Rank hold P as of Q2 2026.

Segment Wealth Management held 15,456 shares of Everpure Inc worth $1.22M as of Q2 2026.
Segment Wealth Management left its Everpure Inc share count unchanged in Q2 2026.
Everpure Inc made up 0.06% of Segment Wealth Management's portfolio in Q2 2026, its #154 holding.
Segment Wealth Management first reported a position in Everpure Inc in Q2 2023 and has held it in 13 quarters since.
Segment Wealth Management's Everpure Inc position peaked at $1.3M in Q3 2025.
117 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.