Wealth Enhancement Advisory Services
P icon

Wealth Enhancement Advisory Services’s Everpure Inc P Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$10.6M Buy
75,380
+19,552
+35% +$1.84M 0.02% 707
2026
Q2 		$4.07M Buy
55,828
+3,555
+7% +$261K 0.01% 1145
2026
Q1 		$2.98M Buy
52,273
+8,806
+20% +$596K 0.01% 1182
2025
Q4 		$3M Buy
43,467
+3,144
+8% +$263K ﹤0.01% 1295
2025
Q3 		$3.54M Buy
40,323
+9,241
+30% +$615K 0.01% 1134
2025
Q2 		$1.77M Buy
31,082
+4,162
+15% +$207K ﹤0.01% 1419
2025
Q1 		$1.19M Buy
26,920
+11,773
+78% +$710K ﹤0.01% 1515
2024
Q4 		$930K Buy
15,147
+3,042
+25% +$169K ﹤0.01% 1594
2024
Q3 		$608K Buy
12,105
+131
+1% +$7.4K ﹤0.01% 1686
2024
Q2 		$769K Buy
11,974
+5,918
+98% +$343K ﹤0.01% 1395
2024
Q1 		$315K Buy
+6,056
New +$270K ﹤0.01% 1889

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's P Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Everpure Inc (P) stake by 35% in Q3 2026, buying an estimated $1.84M and bringing the position to 75,380 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #707.

Wealth Enhancement Advisory Services first reported a position in P in Q1 2024 and has held it in 11 quarters since. 785 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Wealth Enhancement Advisory Services held 75,380 shares of Everpure Inc worth $10.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 19,552 Everpure Inc shares in Q3 2026, an estimated $1.84M.
  • Everpure Inc made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #707 holding.
  • Wealth Enhancement Advisory Services first reported a position in Everpure Inc in Q1 2024 and has held it in 11 quarters since.
  • 785 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.