Corient Private Wealth
P

Corient Private Wealth’s Everpure Inc P Stock Holding History

Corient Private Wealth’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 		$3.09M Sell
39,155
-5,539
-12% -$406K ﹤0.01% 1106
2026
Q1 		$2.62M Buy
44,694
+3,219
+8% +$218K ﹤0.01% 1122
2025
Q4 		$2.78M Buy
41,475
+28,403
+217% +$2.37M ﹤0.01% 998
2025
Q3 		$1.1M Sell
13,072
-18,770
-59% -$1.25M ﹤0.01% 1391
2025
Q2 		$1.77M Buy
31,842
+9,526
+43% +$474K ﹤0.01% 1086
2025
Q1 		$988K Sell
22,316
-18
-0.1% -$1.09K ﹤0.01% 1287
2024
Q4 		$1.37M Sell
22,334
-4,007
-15% -$223K ﹤0.01% 1165
2024
Q3 		$1.32M Buy
26,341
+5,218
+25% +$295K ﹤0.01% 1275
2024
Q2 		$1.36M Buy
21,123
+5,971
+39% +$346K ﹤0.01% 1202
2024
Q1 		$788K Buy
15,152
+1,937
+15% +$86.5K ﹤0.01% 1409
2023
Q4 		$471K Buy
13,215
+6,783
+105% +$238K ﹤0.01% 1636
2023
Q3 		$229K Buy
+6,432
New +$239K ﹤0.01% 1855

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

Corient Private Wealth's P Position: Q2 2026 in Review

Corient Private Wealth reduced its Everpure Inc (P) stake by 12% in Q2 2026, selling an estimated $406K and leaving 39,155 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Corient Private Wealth first reported a position in P in Q3 2023 and has held it in 12 quarters since. 815 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Corient Private Wealth held 39,155 shares of Everpure Inc worth $3.09M as of Q2 2026.
  • Corient Private Wealth sold 5,539 Everpure Inc shares in Q2 2026, an estimated $406K.
  • Everpure Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1106 holding.
  • Corient Private Wealth first reported a position in Everpure Inc in Q3 2023 and has held it in 12 quarters since.
  • 815 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.