American Trust’s Everpure Inc P Stock Holding History

American Trust’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	$253K	Buy	+3,205	New	+$235K	0.02%	271
2025 Q4	–	Sell	-2,958	Closed	-$248K	–	360
2025 Q3	$248K	Buy	+2,958	New	+$197K	0.02%	274
2024 Q1	–	Sell	-14,520	Closed	-$518K	–	311
2023 Q4	$518K	Sell	14,520 -1,913	-12%	-$67.1K	0.04%	138
2023 Q3	$585K	Sell	16,433 -1,653	-9%	-$61.3K	0.05%	132
2023 Q2	$666K	Sell	18,086 -514	-3%	-$14.6K	0.05%	181
2023 Q1	$474K	Buy	18,600 +340	+2%	+$9.18K	0.03%	223
2022 Q4	$489K	Buy	+18,260	New	+$531K	0.05%	216

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Trust's P Position: Q2 2026 in Review

American Trust opened a new position in Everpure Inc (P) in Q2 2026: 3,205 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: American Trust previously reported a position in P as recently as Q3 2025.

American Trust first reported a position in P in Q4 2022 and has held it in 7 quarters since. The position peaked at $666K in Q2 2023. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

American Trust held 3,205 shares of Everpure Inc worth $253K as of Q2 2026.
Everpure Inc was a new American Trust position in Q2 2026.
Everpure Inc made up 0.02% of American Trust's portfolio in Q2 2026, its #271 holding.
American Trust first reported a position in Everpure Inc in Q4 2022 and has held it in 7 quarters since.
American Trust's Everpure Inc position peaked at $666K in Q2 2023.
814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.