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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Valued Wealth Advisors's P Position: Q1 2026 in Review

Valued Wealth Advisors reduced its Everpure Inc (P) stake by 11% in Q1 2026, selling an estimated $1.02K and leaving 116 shares worth $6.85K. 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 3 quarters since. The position peaked at $8.78K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Valued Wealth Advisors held 116 shares of Everpure Inc worth $6.85K as of Q1 2026.
  • Valued Wealth Advisors sold 15 Everpure Inc shares in Q1 2026, an estimated $1.02K.
  • Everpure Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q1 2026, its #339 holding.
  • Valued Wealth Advisors first reported a position in Everpure Inc in Q4 2024 and has held it in 3 quarters since.
  • Valued Wealth Advisors's Everpure Inc position peaked at $8.78K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.