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
Q2 		– Sell
-10
Closed -$591 – 1023
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 $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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's P Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Everpure Inc (P) in Q2 2026, closing a stake of 10 shares — an estimated $591 sold.

Annis Gardner Whiting Capital Advisors first reported a position in P in Q1 2024 and held it in 6 quarters. The position peaked at $23.2K in Q2 2024. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Everpure Inc position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 10 Everpure Inc shares in Q2 2026, an estimated $591.
  • Annis Gardner Whiting Capital Advisors first reported a position in Everpure Inc in Q1 2024 and held it in 6 quarters.
  • Annis Gardner Whiting Capital Advisors's Everpure Inc position peaked at $23.2K in Q2 2024.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.