True Wealth Design’s Everpure Inc P Stock Holding History

True Wealth Design’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	$63.8K	Sell	810 -690	-46%	-$50.6K	0.02%	403
2026 Q1	$88.6K	Buy	1,500 +528	+54%	+$35.8K	0.02%	241
2025 Q4	$65.1K	Buy	972 +15	+2%	+$1.25K	0.02%	267
2025 Q3	$80.2K	Buy	957 +409	+75%	+$27.2K	0.02%	210
2025 Q2	$31.6K	Buy	548 +439	+403%	+$21.8K	0.01%	282
2025 Q1	$4.83K	Buy	109 +2	+2%	+$121	﹤0.01%	696
2024 Q4	$6.57K	Buy	107 +6	+6%	+$334	﹤0.01%	483
2024 Q3	$5.08K	Buy	101 +91	+910%	+$5.14K	﹤0.01%	551
2024 Q2	$643	Buy	10 +2	+25%	+$116	﹤0.01%	614
2024 Q1	$416	Buy	8 +5	+167%	+$223	﹤0.01%	661
2023 Q4	$107	Hold	3	–	–	﹤0.01%	736
2023 Q3	$107	Buy	3 +1	+50%	+$37	﹤0.01%	713
2023 Q2	$74	Hold	2	–	–	﹤0.01%	740
2023 Q1	$52	Buy	2 +1	+100%	+$27	﹤0.01%	834
2022 Q4	$27	Buy	+1	New	+$29	﹤0.01%	792

Other funds holding P

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

True Wealth Design's P Position: Q2 2026 in Review

True Wealth Design reduced its Everpure Inc (P) stake by 46% in Q2 2026, selling an estimated $50.6K and leaving 810 shares worth $63.8K. The position accounts for 0.02% of the portfolio, ranked #403.

True Wealth Design first reported a position in P in Q4 2022 and has held it in 15 quarters since. The position peaked at $88.6K in Q1 2026. 98 funds tracked by Wall St. Rank hold P as of Q2 2026.

True Wealth Design held 810 shares of Everpure Inc worth $63.8K as of Q2 2026.
True Wealth Design sold 690 Everpure Inc shares in Q2 2026, an estimated $50.6K.
Everpure Inc made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #403 holding.
True Wealth Design first reported a position in Everpure Inc in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Everpure Inc position peaked at $88.6K in Q1 2026.
98 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.