Performa Ltd (US)’s Everpure Inc P Stock Holding History

Performa Ltd (US)’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	$4.73K	Hold	60	–	–	﹤0.01%	42
2026 Q1	$3.54K	Sell	60 -10	-14%	-$677	﹤0.01%	42
2025 Q4	$4.69K	Hold	70	–	–	﹤0.01%	37
2025 Q3	$5.87K	Sell	70 -55	-44%	-$3.66K	﹤0.01%	36
2025 Q2	$7.2K	Sell	125 -25	-17%	-$1.24K	﹤0.01%	30
2025 Q1	$6.64K	Buy	150 +75	+100%	+$4.52K	﹤0.01%	36
2024 Q4	$4.61K	Hold	75	–	–	﹤0.01%	41
2024 Q3	$3.77K	Buy	+75	New	+$4.24K	﹤0.01%	41
2024 Q2	–	Sell	-175	Closed	-$9.1K	–	62
2024 Q1	$9.1K	Sell	175 -25	-13%	-$1.12K	﹤0.01%	34
2023 Q4	$7.13K	Hold	200	–	–	﹤0.01%	37
2023 Q3	$7.12K	Hold	200	–	–	﹤0.01%	43
2023 Q2	$7.36K	Sell	200 -25	-11%	-$708	﹤0.01%	47
2023 Q1	$5.74K	Hold	225	–	–	﹤0.01%	52
2022 Q4	$6.02K	Hold	225	–	–	﹤0.01%	50
2022 Q3	$6K	Hold	225	–	–	﹤0.01%	47
2022 Q2	$6K	Hold	225	–	–	﹤0.01%	37
2022 Q1	$8K	Sell	225 -75	-25%	-$2.18K	0.01%	27
2021 Q4	$10K	Sell	300 -100	-25%	-$2.9K	0.01%	28
2021 Q3	$10K	Sell	400 -100	-20%	-$2.21K	0.01%	26
2021 Q2	$10K	Buy	500 +375	+300%	+$7.37K	0.01%	16
2021 Q1	$3K	Buy	125 +100	+400%	+$2.38K	﹤0.01%	27
2020 Q4	$1K	Buy	+25	New	+$479	﹤0.01%	34

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Performa Ltd (US)'s P Position: Q2 2026 in Review

Performa Ltd (US) held its Everpure Inc (P) position steady in Q2 2026 at 60 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #42.

Performa Ltd (US) first reported a position in P in Q4 2020 and has held it in 22 quarters since. The position peaked at $10K in Q4 2021. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

Performa Ltd (US) held 60 shares of Everpure Inc worth $4.73K as of Q2 2026.
Performa Ltd (US) left its Everpure Inc share count unchanged in Q2 2026.
Everpure Inc made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q2 2026, its #42 holding.
Performa Ltd (US) first reported a position in Everpure Inc in Q4 2020 and has held it in 22 quarters since.
Performa Ltd (US)'s Everpure Inc position peaked at $10K in Q4 2021.
814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.