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
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 $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

Equitable Trust's P Position: Q1 2026 in Review

Equitable Trust increased its Everpure Inc (P) stake by 8.6% in Q1 2026, buying an estimated $194K and bringing the position to 36,028 shares worth $2.13M. The position accounts for 0.1% of the portfolio, ranked #150.

Equitable Trust first reported a position in P in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.77M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Equitable Trust held 36,028 shares of Everpure Inc worth $2.13M as of Q1 2026.
  • Equitable Trust bought 2,866 Everpure Inc shares in Q1 2026, an estimated $194K.
  • Everpure Inc made up 0.1% of Equitable Trust's portfolio in Q1 2026, its #150 holding.
  • Equitable Trust first reported a position in Everpure Inc in Q4 2024 and has held it in 6 quarters since.
  • Equitable Trust's Everpure Inc position peaked at $2.77M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.