AGWCA
P

Annis Gardner Whiting Capital Advisors’s Everpure Inc P Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		$591 Hold
10
– – ﹤0.01% 1204
2025
Q4 		$671 Hold
10
– – ﹤0.01% 1092
2025
Q3 		$839 Hold
10
– – ﹤0.01% 1014
2025
Q2 		$576 Buy
+10
New +$498 ﹤0.01% 1165
2024
Q3 		– Sell
-362
Closed -$23.2K – 899
2024
Q2 		$23.2K Hold
362
– – 0.01% 537
2024
Q1 		$18.8K Buy
+362
New +$16.2K 0.01% 565

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's P Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Everpure Inc (P) position steady in Q1 2026 at 10 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Annis Gardner Whiting Capital Advisors first reported a position in P in Q1 2024 and has held it in 6 quarters since. The position peaked at $23.2K in Q2 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 10 shares of Everpure Inc worth $591 as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1204 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Everpure Inc in Q1 2024 and has held it in 6 quarters since.
  • Annis Gardner Whiting Capital Advisors's Everpure Inc position peaked at $23.2K in Q2 2024.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.