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
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

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

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

Sendero Wealth Management increased its Everpure Inc (P) stake by 55% in Q2 2026, buying an estimated $1.36M and bringing the position to 52,436 shares worth $4.13M. The position accounts for 0.41% of the portfolio, ranked #43.

Sendero Wealth Management first reported a position in P in Q1 2026 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Sendero Wealth Management held 52,436 shares of Everpure Inc worth $4.13M as of Q2 2026.
  • Sendero Wealth Management bought 18,562 Everpure Inc shares in Q2 2026, an estimated $1.36M.
  • Everpure Inc made up 0.41% of Sendero Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Sendero Wealth Management first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.