CFO
P

Callan Family Office’s Everpure Inc P Stock Holding History

Callan Family Office’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 		$369K Sell
6,243
-263
-4% -$17.8K 0.01% 862
2025
Q4 		$436K Buy
6,506
+1,134
+21% +$94.7K 0.01% 818
2025
Q3 		$450K Buy
5,372
+874
+19% +$58.1K 0.01% 563
2025
Q2 		$259K Buy
+4,498
New +$224K 0.01% 811

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

Callan Family Office's P Position: Q1 2026 in Review

Callan Family Office reduced its Everpure Inc (P) stake by 4% in Q1 2026, selling an estimated $17.8K and leaving 6,243 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #862.

Callan Family Office first reported a position in P in Q2 2025 and has held it in 4 quarters since. The position peaked at $450K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Callan Family Office held 6,243 shares of Everpure Inc worth $369K as of Q1 2026.
  • Callan Family Office sold 263 Everpure Inc shares in Q1 2026, an estimated $17.8K.
  • Everpure Inc made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #862 holding.
  • Callan Family Office first reported a position in Everpure Inc in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Everpure Inc position peaked at $450K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.