EI
P

Ethic Inc’s Everpure Inc P Stock Holding History

Ethic 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
Q2 		$1.81M Sell
22,979
-515
-2% -$37.7K 0.02% 536
2026
Q1 		$1.39M Sell
23,494
-5,921
-20% -$401K 0.02% 562
2025
Q4 		$1.97M Buy
29,415
+6,926
+31% +$579K 0.03% 462
2025
Q3 		$1.88M Sell
22,489
-841
-4% -$55.9K 0.03% 466
2025
Q2 		$1.29M Buy
23,330
+6,218
+36% +$309K 0.02% 545
2025
Q1 		$777K Buy
17,112
+1,456
+9% +$87.8K 0.02% 654
2024
Q4 		$962K Buy
+15,656
New +$872K 0.02% 618
2024
Q3 		– Sell
-9,775
Closed -$628K – 1159
2024
Q2 		$628K Buy
+9,775
New +$566K 0.01% 704
2023
Q4 		– Sell
-6,656
Closed -$237K – 1090
2023
Q3 		$237K Buy
+6,656
New +$247K 0.01% 877

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

Ethic Inc's P Position: Q2 2026 in Review

Ethic Inc reduced its Everpure Inc (P) stake by 2.2% in Q2 2026, selling an estimated $37.7K and leaving 22,979 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #536.

Ethic Inc first reported a position in P in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.97M in Q4 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Ethic Inc held 22,979 shares of Everpure Inc worth $1.81M as of Q2 2026.
  • Ethic Inc sold 515 Everpure Inc shares in Q2 2026, an estimated $37.7K.
  • Everpure Inc made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #536 holding.
  • Ethic Inc first reported a position in Everpure Inc in Q3 2023 and has held it in 9 quarters since.
  • Ethic Inc's Everpure Inc position peaked at $1.97M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.