EI
P

Ellevest Inc’s Everpure Inc P Stock Holding History

Ellevest Inc’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
-3,000
Closed -$201K – 451
2025
Q4 		$201K Buy
+3,000
New +$251K 0.03% 410
2023
Q2 		– Sell
-60
Closed -$1.53K – 1303
2023
Q1 		$1.53K Sell
60
-1,237
-95% -$33.4K ﹤0.01% 1504
2022
Q4 		$34.7K Buy
1,297
+303
+30% +$8.81K ﹤0.01% 712
2022
Q3 		$27K Buy
994
+333
+50% +$9.41K ﹤0.01% 743
2022
Q2 		$17K Buy
661
+565
+589% +$15.6K ﹤0.01% 787
2022
Q1 		$3K Sell
96
-201
-68% -$5.85K ﹤0.01% 1143
2021
Q4 		$10K Buy
297
+186
+168% +$5.4K ﹤0.01% 861
2021
Q3 		$3K Buy
+111
New +$2.45K ﹤0.01% 1076
2021
Q2 		– Sell
-38
Closed -$1K – 1386
2021
Q1 		$1K Hold
38
– – ﹤0.01% 1187
2020
Q4 		$1K Buy
+38
New +$728 ﹤0.01% 1097

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

Ellevest Inc's P Position: Q1 2026 in Review

Ellevest Inc sold out of Everpure Inc (P) in Q1 2026, closing a stake of 3,000 shares — an estimated $201K sold.

Ellevest Inc first reported a position in P in Q4 2020 and held it in 10 quarters. The position peaked at $201K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Ellevest Inc reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 3,000 Everpure Inc shares in Q1 2026, an estimated $201K.
  • Ellevest Inc first reported a position in Everpure Inc in Q4 2020 and held it in 10 quarters.
  • Ellevest Inc's Everpure Inc position peaked at $201K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.