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
Q2 		$488K Sell
6,199
-44
-0.7% -$3.22K 0.01% 825
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 $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

Callan Family Office's P Position: Q2 2026 in Review

Callan Family Office reduced its Everpure Inc (P) stake by 0.7% in Q2 2026, selling an estimated $3.22K and leaving 6,199 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #825.

Callan Family Office first reported a position in P in Q2 2025 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Callan Family Office held 6,199 shares of Everpure Inc worth $488K as of Q2 2026.
  • Callan Family Office sold 44 Everpure Inc shares in Q2 2026, an estimated $3.22K.
  • Everpure Inc made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #825 holding.
  • Callan Family Office first reported a position in Everpure Inc in Q2 2025 and has held it in 5 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.