VWA
P

VSM Wealth Advisory’s Everpure Inc P Stock Holding History

VSM Wealth Advisory’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 		$15.8K Hold
200
– – ﹤0.01% 324
2026
Q1 		$11.8K Hold
200
– – ﹤0.01% 351
2025
Q4 		$13.4K Hold
200
– – ﹤0.01% 305
2025
Q3 		$16.8K Hold
200
– – 0.01% 292
2025
Q2 		$11.5K Hold
200
– – ﹤0.01% 365
2025
Q1 		$8.85K Buy
+200
New +$12.1K ﹤0.01% 365

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
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

VSM Wealth Advisory's P Position: Q2 2026 in Review

VSM Wealth Advisory held its Everpure Inc (P) position steady in Q2 2026 at 200 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

VSM Wealth Advisory first reported a position in P in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.8K in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • VSM Wealth Advisory held 200 shares of Everpure Inc worth $15.8K as of Q2 2026.
  • VSM Wealth Advisory left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #324 holding.
  • VSM Wealth Advisory first reported a position in Everpure Inc in Q1 2025 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Everpure Inc position peaked at $16.8K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.