Pathstone Holdings’s Everpure Inc P Stock Holding History

Pathstone Holdings’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	$2.24M	Buy	37,971 +4,126	+12%	+$279K	0.01%	971
2025 Q4	$2.27M	Buy	33,845 +300	+0.9%	+$25.1K	0.01%	951
2025 Q3	$2.81M	Buy	33,545 +1,328	+4%	+$88.3K	0.01%	840
2025 Q2	$1.86M	Sell	32,217 -11,403	-26%	-$567K	0.01%	1043
2025 Q1	$1.93M	Buy	43,620 +24,749	+131%	+$1.49M	0.01%	1008
2024 Q4	$1.16M	Buy	18,871 +83	+0.4%	+$4.62K	0.01%	1285
2024 Q3	$944K	Buy	18,788 +117	+0.6%	+$6.61K	﹤0.01%	1397
2024 Q2	$1.2M	Buy	18,671 +1,926	+12%	+$111K	0.01%	1215
2024 Q1	$871K	Buy	16,745 +3,653	+28%	+$163K	﹤0.01%	1366
2023 Q4	$467K	Buy	+13,092	New	+$459K	﹤0.01%	1548

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

Pathstone Holdings's P Position: Q1 2026 in Review

Pathstone Holdings increased its Everpure Inc (P) stake by 12% in Q1 2026, buying an estimated $279K and bringing the position to 37,971 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #971.

Pathstone Holdings first reported a position in P in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.81M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Pathstone Holdings held 37,971 shares of Everpure Inc worth $2.24M as of Q1 2026.
Pathstone Holdings bought 4,126 Everpure Inc shares in Q1 2026, an estimated $279K.
Everpure Inc made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #971 holding.
Pathstone Holdings first reported a position in Everpure Inc in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Everpure Inc position peaked at $2.81M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.