Caldwell Trust’s Everpure Inc P Stock Holding History

Caldwell 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	–	Sell	-42	Closed	-$2.48K	–	840
2026 Q1	$2.48K	Buy	+42	New	+$2.85K	﹤0.01%	751

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

Caldwell Trust's P Position: Q2 2026 in Review

Caldwell Trust sold out of Everpure Inc (P) in Q2 2026, closing a stake of 42 shares — an estimated $2.48K sold.

Caldwell Trust first reported a position in P in Q1 2026 and held it in 1 quarter. The position peaked at $2.48K in Q1 2026. 808 funds tracked by Wall St. Rank hold P as of Q2 2026.

Caldwell Trust reported no remaining Everpure Inc position as of Q2 2026 after selling out during the quarter.
Caldwell Trust sold 42 Everpure Inc shares in Q2 2026, an estimated $2.48K.
Caldwell Trust first reported a position in Everpure Inc in Q1 2026 and held it in 1 quarter.
Caldwell Trust's Everpure Inc position peaked at $2.48K in Q1 2026.
808 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.