SWP
P

Strategic Wealth Partners’s Everpure Inc P Stock Holding History

Strategic Wealth Partners’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 		$37.2K Hold
472
– – ﹤0.01% 592
2026
Q1 		$27.9K Hold
472
– – ﹤0.01% 635
2025
Q4 		$31.6K Buy
+472
New +$39.4K ﹤0.01% 604
2019
Q4 		– Sell
-291
Closed -$4 – 406
2019
Q3 		$4 Buy
+291
New +$4.56K ﹤0.01% 664

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

Strategic Wealth Partners's P Position: Q2 2026 in Review

Strategic Wealth Partners held its Everpure Inc (P) position steady in Q2 2026 at 472 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Strategic Wealth Partners first reported a position in P in Q3 2019 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Strategic Wealth Partners held 472 shares of Everpure Inc worth $37.2K as of Q2 2026.
  • Strategic Wealth Partners left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #592 holding.
  • Strategic Wealth Partners first reported a position in Everpure Inc in Q3 2019 and has held it in 4 quarters since.
  • 815 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.