EPW
P

Evolve Private Wealth’s Everpure Inc P Stock Holding History

Evolve Private Wealth’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 		$220K Sell
3,731
-638
-15% -$43.2K 0.01% 903
2025
Q4 		$293K Buy
+4,369
New +$365K 0.02% 731

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

Evolve Private Wealth's P Position: Q1 2026 in Review

Evolve Private Wealth reduced its Everpure Inc (P) stake by 15% in Q1 2026, selling an estimated $43.2K and leaving 3,731 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #903.

Evolve Private Wealth first reported a position in P in Q4 2025 and has held it in 2 quarters since. The position peaked at $293K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Evolve Private Wealth held 3,731 shares of Everpure Inc worth $220K as of Q1 2026.
  • Evolve Private Wealth sold 638 Everpure Inc shares in Q1 2026, an estimated $43.2K.
  • Everpure Inc made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #903 holding.
  • Evolve Private Wealth first reported a position in Everpure Inc in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Everpure Inc position peaked at $293K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.