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
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 $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

VSM Wealth Advisory's P Position: Q1 2026 in Review

VSM Wealth Advisory held its Everpure Inc (P) position steady in Q1 2026 at 200 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

VSM Wealth Advisory first reported a position in P in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.8K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • VSM Wealth Advisory held 200 shares of Everpure Inc worth $11.8K as of Q1 2026.
  • VSM Wealth Advisory left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #351 holding.
  • VSM Wealth Advisory first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
  • VSM Wealth Advisory's Everpure Inc position peaked at $16.8K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.