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
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 $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

Strategic Wealth Partners's P Position: Q1 2026 in Review

Strategic Wealth Partners held its Everpure Inc (P) position steady in Q1 2026 at 472 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Strategic Wealth Partners first reported a position in P in Q3 2019 and has held it in 3 quarters since. The position peaked at $31.6K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Strategic Wealth Partners held 472 shares of Everpure Inc worth $27.9K as of Q1 2026.
  • Strategic Wealth Partners left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #635 holding.
  • Strategic Wealth Partners first reported a position in Everpure Inc in Q3 2019 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Everpure Inc position peaked at $31.6K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.