Cerity Partners
P

Cerity Partners’s Everpure Inc P Stock Holding History

Cerity Partners’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 		$6.4M Sell
81,191
-2,211
-3% -$162K 0.01% 981
2026
Q1 		$4.92M Sell
83,402
-11,340
-12% -$768K 0.01% 1021
2025
Q4 		$6.35M Buy
94,742
+45,171
+91% +$3.77M 0.01% 830
2025
Q3 		$4.15M Buy
49,571
+15,751
+47% +$1.05M 0.01% 939
2025
Q2 		$1.95M Buy
33,820
+14,079
+71% +$701K ﹤0.01% 1231
2025
Q1 		$874K Buy
19,741
+6,850
+53% +$413K ﹤0.01% 1491
2024
Q4 		$747K Sell
12,891
-1,306
-9% -$72.7K ﹤0.01% 1554
2024
Q3 		$713K Sell
14,197
-3,140
-18% -$177K ﹤0.01% 1579
2024
Q2 		$1.11M Buy
17,337
+7,764
+81% +$449K ﹤0.01% 1175
2024
Q1 		$498K Buy
9,573
+2,957
+45% +$132K ﹤0.01% 1598
2023
Q4 		$236K Buy
+6,616
New +$232K ﹤0.01% 1646
2023
Q3 		– Sell
-8,144
Closed -$300K – 1648
2023
Q2 		$300K Sell
8,144
-1,804
-18% -$51.1K ﹤0.01% 1396
2023
Q1 		$254K Sell
9,948
-554
-5% -$14.9K ﹤0.01% 1612
2022
Q4 		$281K Buy
10,502
+286
+3% +$8.32K ﹤0.01% 1170
2022
Q3 		$280K Buy
10,216
+735
+8% +$20.8K ﹤0.01% 923
2022
Q2 		$244K Sell
9,481
-6,463
-41% -$179K ﹤0.01% 1000
2022
Q1 		$563K Sell
15,944
-1,142
-7% -$33.2K 0.01% 562
2021
Q4 		$557K Buy
17,086
+1,632
+11% +$47.4K 0.01% 564
2021
Q3 		$389K Sell
15,454
-11
-0.1% -$243 0.01% 513
2021
Q2 		$302K Sell
15,465
-400
-3% -$7.87K 0.01% 575
2021
Q1 		$342K Sell
15,865
-5,938
-27% -$141K 0.01% 524
2020
Q4 		$493K Sell
21,803
-415
-2% -$7.95K 0.02% 420
2020
Q3 		$342K Sell
22,218
-2,136
-9% -$34.9K 0.01% 380
2020
Q2 		$422K Buy
24,354
+13,011
+115% +$195K 0.02% 301
2020
Q1 		$140K Buy
+11,343
New +$184K 0.01% 416

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

Cerity Partners's P Position: Q2 2026 in Review

Cerity Partners reduced its Everpure Inc (P) stake by 2.7% in Q2 2026, selling an estimated $162K and leaving 81,191 shares worth $6.4M. The position accounts for 0.01% of the portfolio, ranked #981.

Cerity Partners first reported a position in P in Q1 2020 and has held it in 25 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Cerity Partners held 81,191 shares of Everpure Inc worth $6.4M as of Q2 2026.
  • Cerity Partners sold 2,211 Everpure Inc shares in Q2 2026, an estimated $162K.
  • Everpure Inc made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #981 holding.
  • Cerity Partners first reported a position in Everpure Inc in Q1 2020 and has held it in 25 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.