UFPG
P

United Financial Planning Group’s Everpure Inc P Stock Holding History

United Financial Planning Group’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
-4
Closed -$268 – 579
2025
Q4 		$268 Buy
+4
New +$334 ﹤0.01% 444

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

United Financial Planning Group's P Position: Q1 2026 in Review

United Financial Planning Group sold out of Everpure Inc (P) in Q1 2026, closing a stake of 4 shares — an estimated $268 sold.

United Financial Planning Group first reported a position in P in Q4 2025 and held it in 1 quarter. The position peaked at $268 in Q4 2025. 766 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • United Financial Planning Group reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 4 Everpure Inc shares in Q1 2026, an estimated $268.
  • United Financial Planning Group first reported a position in Everpure Inc in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Everpure Inc position peaked at $268 in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.