SWM
P

SHP Wealth Management’s Everpure Inc P Stock Holding History

SHP 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 		$50.1K Buy
636
+1
+0.2% +$73 ﹤0.01% 543
2026
Q1 		$37.5K Buy
635
+102
+19% +$6.91K ﹤0.01% 564
2025
Q4 		$35.7K Buy
+533
New +$44.5K ﹤0.01% 552

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Everpure Inc (P) stake by 0.16% in Q2 2026, buying an estimated $73 and bringing the position to 636 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

SHP Wealth Management first reported a position in P in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • SHP Wealth Management held 636 shares of Everpure Inc worth $50.1K as of Q2 2026.
  • SHP Wealth Management bought 1 Everpure Inc share in Q2 2026, an estimated $73.
  • Everpure Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #543 holding.
  • SHP Wealth Management first reported a position in Everpure Inc in Q4 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.