Sendero Wealth Management
P icon

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
Q3 		$5.74M Sell
43,893
-8,543
-16% -$804K 0.57% 31
2026
Q2 		$4.13M Buy
52,436
+18,562
+55% +$1.36M 0.41% 43
2026
Q1 		$2M Buy
+33,874
New +$2.29M 0.22% 69

Other funds holding P

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Sendero Wealth Management's P Position: Q3 2026 in Review

Sendero Wealth Management reduced its Everpure Inc (P) stake by 16% in Q3 2026, selling an estimated $804K and leaving 43,893 shares worth $5.74M. The position accounts for 0.57% of the portfolio, ranked #31.

Sendero Wealth Management first reported a position in P in Q1 2026 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Sendero Wealth Management held 43,893 shares of Everpure Inc worth $5.74M as of Q3 2026.
  • Sendero Wealth Management sold 8,543 Everpure Inc shares in Q3 2026, an estimated $804K.
  • Everpure Inc made up 0.57% of Sendero Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Sendero Wealth Management first reported a position in Everpure Inc in Q1 2026 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.