Unique Wealth Strategies’s Everpure Inc P Stock Holding History

Unique Wealth Strategies’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	–	Sell	-7,719	Closed	-$517K	–	251
2025 Q4	$517K	Sell	7,719 -187	-2%	-$15.6K	0.2%	154
2025 Q3	$663K	Buy	+7,906	New	+$526K	0.26%	112
2024 Q4	–	Sell	-8,782	Closed	-$441K	–	232
2024 Q3	$441K	Buy	8,782 +336	+4%	+$19K	0.19%	168
2024 Q2	$439K	Hold	8,446	–	–	0.21%	158
2024 Q1	$439K	Buy	+8,446	New	+$377K	0.22%	158

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

Unique Wealth Strategies's P Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Everpure Inc (P) in Q1 2026, closing a stake of 7,719 shares — an estimated $517K sold.

Unique Wealth Strategies first reported a position in P in Q1 2024 and held it in 5 quarters. The position peaked at $663K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Unique Wealth Strategies reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
Unique Wealth Strategies sold 7,719 Everpure Inc shares in Q1 2026, an estimated $517K.
Unique Wealth Strategies first reported a position in Everpure Inc in Q1 2024 and held it in 5 quarters.
Unique Wealth Strategies's Everpure Inc position peaked at $663K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.