Bank Julius Baer & Co
P

Bank Julius Baer & Co’s Everpure Inc P Stock Holding History

Bank Julius Baer & Co’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 		$1.56M Sell
19,933
-8,328
-29% -$610K ﹤0.01% 351
2026
Q1 		$1.62M Sell
28,261
-2,545
-8% -$172K ﹤0.01% 339
2025
Q4 		$2.08M Sell
30,806
-4,951
-14% -$414K 0.01% 322
2025
Q3 		$3M Buy
35,757
+31,796
+803% +$2.11M 0.01% 287
2025
Q2 		$228K Sell
3,961
-988
-20% -$49.2K ﹤0.01% 434
2025
Q1 		$219K Sell
4,949
-246
-5% -$14.8K ﹤0.01% 421
2024
Q4 		$352K Buy
5,195
+403
+8% +$22.4K ﹤0.01% 379
2024
Q3 		$285K Sell
4,792
-356
-7% -$20.1K ﹤0.01% 371
2024
Q2 		$368K Sell
5,148
-4,850
-49% -$281K ﹤0.01% 298
2024
Q1 		$520K Sell
9,998
-1,342
-12% -$59.9K ﹤0.01% 311
2023
Q4 		$404K Sell
11,340
-4,666
-29% -$164K ﹤0.01% 346
2023
Q3 		$570K Sell
16,006
-3,086
-16% -$114K ﹤0.01% 303
2023
Q2 		$703K Sell
19,092
-293
-2% -$8.3K ﹤0.01% 302
2023
Q1 		$495K Buy
+19,385
New +$523K ﹤0.01% 348
2021
Q1 		– Sell
-12,517
Closed -$283K – 878
2020
Q4 		$283K Buy
+12,517
New +$240K ﹤0.01% 519

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

Bank Julius Baer & Co's P Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Everpure Inc (P) stake by 29% in Q2 2026, selling an estimated $610K and leaving 19,933 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Bank Julius Baer & Co first reported a position in P in Q4 2020 and has held it in 15 quarters since. The position peaked at $3M in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Bank Julius Baer & Co held 19,933 shares of Everpure Inc worth $1.56M as of Q2 2026.
  • Bank Julius Baer & Co sold 8,328 Everpure Inc shares in Q2 2026, an estimated $610K.
  • Everpure Inc made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #351 holding.
  • Bank Julius Baer & Co first reported a position in Everpure Inc in Q4 2020 and has held it in 15 quarters since.
  • Bank Julius Baer & Co's Everpure Inc position peaked at $3M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.