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
Q2 		$788 Hold
10
– – ﹤0.01% 812
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 $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

SOA Wealth Advisors's P Position: Q2 2026 in Review

SOA Wealth Advisors held its Everpure Inc (P) position steady in Q2 2026 at 10 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #812.

SOA Wealth Advisors first reported a position in P in Q3 2025 and has held it in 4 quarters since. The position peaked at $838 in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • SOA Wealth Advisors held 10 shares of Everpure Inc worth $788 as of Q2 2026.
  • SOA Wealth Advisors left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #812 holding.
  • SOA Wealth Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's Everpure Inc position peaked at $838 in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.