Triad Wealth Partners
P icon

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
Q3 		$793K Buy
6,062
+91
+2% +$8.57K 0.04% 243
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Triad Wealth Partners's P Position: Q3 2026 in Review

Triad Wealth Partners increased its Everpure Inc (P) stake by 1.5% in Q3 2026, buying an estimated $8.57K and bringing the position to 6,062 shares worth $793K. The position accounts for 0.04% of the portfolio, ranked #243.

Triad Wealth Partners first reported a position in P in Q1 2025 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Triad Wealth Partners held 6,062 shares of Everpure Inc worth $793K as of Q3 2026.
  • Triad Wealth Partners bought 91 Everpure Inc shares in Q3 2026, an estimated $8.57K.
  • Everpure Inc made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #243 holding.
  • Triad Wealth Partners first reported a position in Everpure Inc in Q1 2025 and has held it in 7 quarters since.
  • 436 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.