ET
P

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
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

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

Equitable Trust's P Position: Q2 2026 in Review

Equitable Trust increased its Everpure Inc (P) stake by 2.3% in Q2 2026, buying an estimated $59.6K and bringing the position to 36,842 shares worth $2.9M. The position accounts for 0.12% of the portfolio, ranked #134.

Equitable Trust first reported a position in P in Q4 2024 and has held it in 7 quarters since. 813 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Equitable Trust held 36,842 shares of Everpure Inc worth $2.9M as of Q2 2026.
  • Equitable Trust bought 814 Everpure Inc shares in Q2 2026, an estimated $59.6K.
  • Everpure Inc made up 0.12% of Equitable Trust's portfolio in Q2 2026, its #134 holding.
  • Equitable Trust first reported a position in Everpure Inc in Q4 2024 and has held it in 7 quarters since.
  • 813 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.