SWA
P

SOA Wealth Advisors’s Everpure Inc P Stock Holding History

SOA Wealth Advisors’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 		$590 Hold
10
– – ﹤0.01% 773
2025
Q4 		$670 Hold
10
– – ﹤0.01% 766
2025
Q3 		$838 Buy
+10
New +$665 ﹤0.01% 774

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

SOA Wealth Advisors's P Position: Q1 2026 in Review

SOA Wealth Advisors held its Everpure Inc (P) position steady in Q1 2026 at 10 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #773.

SOA Wealth Advisors first reported a position in P in Q3 2025 and has held it in 3 quarters since. The position peaked at $838 in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • SOA Wealth Advisors held 10 shares of Everpure Inc worth $590 as of Q1 2026.
  • SOA Wealth Advisors left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #773 holding.
  • SOA Wealth Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • SOA Wealth Advisors's Everpure Inc position peaked at $838 in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.