CWM
P

Cordatus Wealth Management’s Everpure Inc P Stock Holding History

Cordatus Wealth Management’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 		– Sell
-4,912
Closed -$329K – 181
2025
Q4 		$329K Buy
4,912
+14
+0.3% +$1.17K 0.08% 136
2025
Q3 		$410K Buy
4,898
+17
+0.3% +$1.13K 0.1% 125
2025
Q2 		$281K Buy
4,881
+2
+0% +$100 0.07% 146
2025
Q1 		$216K Buy
+4,879
New +$294K 0.06% 143
2022
Q1 		– Sell
-24,047
Closed -$783K – 188
2021
Q4 		$783K Buy
+24,047
New +$698K 0.23% 124

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

Cordatus Wealth Management's P Position: Q1 2026 in Review

Cordatus Wealth Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 4,912 shares — an estimated $329K sold.

Cordatus Wealth Management first reported a position in P in Q4 2021 and held it in 5 quarters. The position peaked at $783K in Q4 2021. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Cordatus Wealth Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 4,912 Everpure Inc shares in Q1 2026, an estimated $329K.
  • Cordatus Wealth Management first reported a position in Everpure Inc in Q4 2021 and held it in 5 quarters.
  • Cordatus Wealth Management's Everpure Inc position peaked at $783K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.