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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Triad Wealth Partners reduced its Everpure Inc (P) stake by 0.21% in Q1 2026, selling an estimated $813 and leaving 5,795 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #363.

Triad Wealth Partners first reported a position in P in Q1 2025 and has held it in 5 quarters since. The position peaked at $484K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Triad Wealth Partners held 5,795 shares of Everpure Inc worth $342K as of Q1 2026.
Triad Wealth Partners sold 12 Everpure Inc shares in Q1 2026, an estimated $813.
Everpure Inc made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #363 holding.
Triad Wealth Partners first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
Triad Wealth Partners's Everpure Inc position peaked at $484K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.