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 Q1	$2.62M	Sell	44,694 -45,444	-50%	-$3.08M	﹤0.01%	1122
2025 Q4	$5.51M	Buy	90,138 +77,066	+590%	+$6.44M	﹤0.01%	1007
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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Corient Private Wealth's P Position: Q1 2026 in Review

Corient Private Wealth reduced its Everpure Inc (P) stake by 50% in Q1 2026, selling an estimated $3.08M and leaving 44,694 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Corient Private Wealth first reported a position in P in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.51M in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Corient Private Wealth held 44,694 shares of Everpure Inc worth $2.62M as of Q1 2026.
Corient Private Wealth sold 45,444 Everpure Inc shares in Q1 2026, an estimated $3.08M.
Everpure Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1122 holding.
Corient Private Wealth first reported a position in Everpure Inc in Q3 2023 and has held it in 11 quarters since.
Corient Private Wealth's Everpure Inc position peaked at $5.51M in Q4 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.