WAG
P

Wilkerson Advisory Group’s Everpure Inc P Stock Holding History

Wilkerson Advisory Group’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 		$2.44K Hold
31
– – ﹤0.01% 542
2026
Q1 		$1.83K Buy
31
+11
+55% +$745 ﹤0.01% 544
2025
Q4 		$1.34K Buy
+20
New +$1.67K ﹤0.01% 536

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

Wilkerson Advisory Group's P Position: Q2 2026 in Review

Wilkerson Advisory Group held its Everpure Inc (P) position steady in Q2 2026 at 31 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Wilkerson Advisory Group first reported a position in P in Q4 2025 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Wilkerson Advisory Group held 31 shares of Everpure Inc worth $2.44K as of Q2 2026.
  • Wilkerson Advisory Group left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #542 holding.
  • Wilkerson Advisory Group first reported a position in Everpure Inc in Q4 2025 and has held it in 3 quarters since.
  • 808 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.