WPA
P

Wealth Preservation Advisors’s Everpure Inc P Stock Holding History

Wealth Preservation 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
Q2 		– Sell
-120
Closed -$7.08K – 729
2026
Q1 		$7.08K Buy
+120
New +$8.13K 0.01% 451

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

Wealth Preservation Advisors's P Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Everpure Inc (P) in Q2 2026, closing a stake of 120 shares — an estimated $7.08K sold.

Wealth Preservation Advisors first reported a position in P in Q1 2026 and held it in 1 quarter. The position peaked at $7.08K in Q1 2026. 815 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Everpure Inc position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 120 Everpure Inc shares in Q2 2026, an estimated $7.08K.
  • Wealth Preservation Advisors first reported a position in Everpure Inc in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Everpure Inc position peaked at $7.08K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.