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Equitable Trust’s Everpure Inc P Stock Holding History

Equitable Trust’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
Q3 		$3.15M Sell
24,049
-12,793
-35% -$1.2M 0.13% 127
2026
Q2 		$2.9M Buy
36,842
+814
+2% +$59.6K 0.12% 134
2026
Q1 		$2.13M Buy
36,028
+2,866
+9% +$194K 0.1% 150
2025
Q4 		$2.22M Buy
33,162
+134
+0.4% +$11.2K 0.1% 152
2025
Q3 		$2.77M Sell
33,028
-667
-2% -$44.4K 0.13% 133
2025
Q2 		$1.94M Buy
33,695
+10,697
+47% +$532K 0.1% 154
2025
Q1 		$1.02M Buy
22,998
+6,352
+38% +$383K 0.06% 219
2024
Q4 		$1.02M Buy
+16,646
New +$927K 0.06% 220

Other funds holding P

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Equitable Trust's P Position: Q3 2026 in Review

Equitable Trust reduced its Everpure Inc (P) stake by 35% in Q3 2026, selling an estimated $1.2M and leaving 24,049 shares worth $3.15M. The position accounts for 0.13% of the portfolio, ranked #127.

Equitable Trust first reported a position in P in Q4 2024 and has held it in 8 quarters since. 120 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Equitable Trust held 24,049 shares of Everpure Inc worth $3.15M as of Q3 2026.
  • Equitable Trust sold 12,793 Everpure Inc shares in Q3 2026, an estimated $1.2M.
  • Everpure Inc made up 0.13% of Equitable Trust's portfolio in Q3 2026, its #127 holding.
  • Equitable Trust first reported a position in Everpure Inc in Q4 2024 and has held it in 8 quarters since.
  • 120 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.