Evermay Wealth Management’s Everpure Inc P Stock Holding History

Evermay Wealth Management’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	$59K	Hold	1,000	–	–	0.01%	309
2025 Q4	$67K	Hold	1,000	–	–	0.01%	296
2025 Q3	$83.8K	Hold	1,000	–	–	0.01%	285
2025 Q2	$57.6K	Hold	1,000	–	–	0.01%	314
2025 Q1	$44.3K	Hold	1,000	–	–	0.01%	337
2024 Q4	$61.4K	Hold	1,000	–	–	0.01%	302
2024 Q3	$50.2K	Hold	1,000	–	–	0.01%	339
2024 Q2	$64.2K	Hold	1,000	–	–	0.01%	323
2024 Q1	$52K	Hold	1,000	–	–	0.01%	347
2023 Q4	$35.7K	Hold	1,000	–	–	0.01%	352
2023 Q3	$35.6K	Hold	1,000	–	–	0.01%	330
2023 Q2	$36.8K	Hold	1,000	–	–	0.01%	336
2023 Q1	$25.5K	Hold	1,000	–	–	0.01%	349
2022 Q4	$26.8K	Hold	1,000	–	–	0.01%	347
2022 Q3	$27K	Hold	1,000	–	–	0.01%	322
2022 Q2	$26K	Hold	1,000	–	–	0.01%	327
2022 Q1	$35K	Hold	1,000	–	–	0.01%	331
2021 Q4	$33K	Hold	1,000	–	–	0.01%	319
2021 Q3	$25K	Hold	1,000	–	–	﹤0.01%	321
2021 Q2	$20K	Buy	+1,000	New	+$19.7K	﹤0.01%	357

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evermay Wealth Management's P Position: Q1 2026 in Review

Evermay Wealth Management held its Everpure Inc (P) position steady in Q1 2026 at 1,000 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #309.

Evermay Wealth Management first reported a position in P in Q2 2021 and has held it in 20 quarters since. The position peaked at $83.8K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Evermay Wealth Management held 1,000 shares of Everpure Inc worth $59K as of Q1 2026.
Evermay Wealth Management left its Everpure Inc share count unchanged in Q1 2026.
Everpure Inc made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #309 holding.
Evermay Wealth Management first reported a position in Everpure Inc in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Everpure Inc position peaked at $83.8K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.