WWM
P

Walser Wealth Management’s Everpure Inc P Stock Holding History

Walser Wealth Management’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 		$224K Sell
2,840
-828
-23% -$60.7K 0.09% 197
2026
Q1 		$217K Buy
+3,668
New +$248K 0.1% 172

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

Walser Wealth Management's P Position: Q2 2026 in Review

Walser Wealth Management reduced its Everpure Inc (P) stake by 23% in Q2 2026, selling an estimated $60.7K and leaving 2,840 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #197.

Walser Wealth Management first reported a position in P in Q1 2026 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Walser Wealth Management held 2,840 shares of Everpure Inc worth $224K as of Q2 2026.
  • Walser Wealth Management sold 828 Everpure Inc shares in Q2 2026, an estimated $60.7K.
  • Everpure Inc made up 0.09% of Walser Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Walser Wealth Management first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.