SWM
P

Sendero Wealth Management’s Everpure Inc P Stock Holding History

Sendero 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 		$2M Buy
+33,874
New +$2.29M 0.22% 69

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

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

Sendero Wealth Management opened a new position in Everpure Inc (P) in Q1 2026: 33,874 shares worth $2M. The stake represents 0.22% of the portfolio and ranks #69 among its holdings.

763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Sendero Wealth Management held 33,874 shares of Everpure Inc worth $2M as of Q1 2026.
  • Everpure Inc was a new Sendero Wealth Management position in Q1 2026.
  • Everpure Inc made up 0.22% of Sendero Wealth Management's portfolio in Q1 2026, its #69 holding.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.