Cathie Wood
P

Cathie Wood’s Everpure Inc P Stock Holding History

Cathie Wood’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 		$31.4M Sell
397,952
-30,664
-7% -$2.25M 0.2% 78
2026
Q1 		$25.3M Buy
428,616
+30,516
+8% +$2.07M 0.2% 75
2025
Q4 		$26.7M Buy
398,100
+51,007
+15% +$4.26M 0.18% 79
2025
Q3 		$29.1M Buy
347,093
+38,768
+13% +$2.58M 0.17% 78
2025
Q2 		$17.8M Buy
308,325
+8,538
+3% +$425K 0.13% 77
2025
Q1 		$13.3M Buy
299,787
+99,638
+50% +$6.01M 0.13% 76
2024
Q4 		$12.3M Buy
200,149
+4,976
+3% +$277K 0.1% 85
2024
Q3 		$9.81M Sell
195,173
-24,286
-11% -$1.37M 0.09% 94
2024
Q2 		$14.1M Sell
219,459
-221,305
-50% -$12.8M 0.13% 84
2024
Q1 		$22.9M Sell
440,764
-45,966
-9% -$2.05M 0.16% 73
2023
Q4 		$17.4M Buy
486,730
+309,283
+174% +$10.8M 0.1% 90
2023
Q3 		$6.32M Sell
177,447
-6,057
-3% -$225K 0.05% 114
2023
Q2 		$6.76M Buy
+183,504
New +$5.2M 0.04% 117
2021
Q3 		– Sell
-15,254,370
Closed -$337M – 312
2021
Q2 		$298M Sell
15,254,370
-17,633,366
-54% -$347M 0.55% 45
2021
Q1 		$708M Sell
32,887,736
-8,273,512
-20% -$197M 1.41% 18
2020
Q4 		$931M Buy
41,161,248
+15,567,864
+61% +$298M 2.48% 7
2020
Q3 		$394M Buy
25,593,384
+14,480,352
+130% +$237M 2.34% 11
2020
Q2 		$193M Buy
11,113,032
+6,794,985
+157% +$102M 2.07% 16
2020
Q1 		$53.1M Buy
+4,318,047
New +$70M 1.32% 23

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

Cathie Wood's P Position: Q2 2026 in Review

Cathie Wood reduced its Everpure Inc (P) stake by 7.2% in Q2 2026, selling an estimated $2.25M and leaving 397,952 shares worth $31.4M. The position accounts for 0.2% of the portfolio, ranked #78.

Cathie Wood first reported a position in P in Q1 2020 and has held it in 19 quarters since. The position peaked at $931M in Q4 2020. 808 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Cathie Wood held 397,952 shares of Everpure Inc worth $31.4M as of Q2 2026.
  • Cathie Wood sold 30,664 Everpure Inc shares in Q2 2026, an estimated $2.25M.
  • Everpure Inc made up 0.2% of Cathie Wood's portfolio in Q2 2026, its #78 holding.
  • Cathie Wood first reported a position in Everpure Inc in Q1 2020 and has held it in 19 quarters since.
  • Cathie Wood's Everpure Inc position peaked at $931M in Q4 2020.
  • 808 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on ARK Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.