VWA
P

Valued Wealth Advisors’s Everpure Inc P Stock Holding History

Valued Wealth Advisors’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 		$8.51K Sell
108
-8
-7% -$586 ﹤0.01% 339
2026
Q1 		$6.85K Sell
116
-15
-11% -$1.02K ﹤0.01% 339
2025
Q4 		$8.78K Buy
+131
New +$10.9K ﹤0.01% 241
2025
Q1 		– Sell
-115
Closed -$7.07K – 670
2024
Q4 		$7.07K Buy
+115
New +$6.41K ﹤0.01% 265

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 $3.38T AUM 44.17% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valued Wealth Advisors's P Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Everpure Inc (P) stake by 6.9% in Q2 2026, selling an estimated $586 and leaving 108 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Valued Wealth Advisors first reported a position in P in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.78K in Q4 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Valued Wealth Advisors held 108 shares of Everpure Inc worth $8.51K as of Q2 2026.
  • Valued Wealth Advisors sold 8 Everpure Inc shares in Q2 2026, an estimated $586.
  • Everpure Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • Valued Wealth Advisors first reported a position in Everpure Inc in Q4 2024 and has held it in 4 quarters since.
  • Valued Wealth Advisors's Everpure Inc position peaked at $8.78K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.