Triad Wealth Partners’s Everpure Inc P Stock Holding History

Triad 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	$479K	Buy	5,971 +176	+3%	+$12.9K	0.03%	322
2026 Q1	$342K	Sell	5,795 -12	-0.2%	-$813	0.03%	363
2025 Q4	$389K	Buy	5,807 +29	+0.5%	+$2.42K	0.04%	322
2025 Q3	$484K	Buy	5,778 +101	+2%	+$6.72K	0.06%	212
2025 Q2	$327K	Buy	5,677 +29	+0.5%	+$1.44K	0.07%	203
2025 Q1	$250K	Buy	+5,648	New	+$341K	0.08%	177

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Triad Wealth Partners increased its Everpure Inc (P) stake by 3% in Q2 2026, buying an estimated $12.9K and bringing the position to 5,971 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #322.

Triad Wealth Partners first reported a position in P in Q1 2025 and has held it in 6 quarters since. The position peaked at $484K in Q3 2025. 815 funds tracked by Wall St. Rank hold P as of Q2 2026.

Triad Wealth Partners held 5,971 shares of Everpure Inc worth $479K as of Q2 2026.
Triad Wealth Partners bought 176 Everpure Inc shares in Q2 2026, an estimated $12.9K.
Everpure Inc made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #322 holding.
Triad Wealth Partners first reported a position in Everpure Inc in Q1 2025 and has held it in 6 quarters since.
Triad Wealth Partners's Everpure Inc position peaked at $484K in Q3 2025.
815 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.