Perigon Wealth Management’s Everpure Inc P Stock Holding History

Perigon 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	–	Sell	-3,286	Closed	-$220K	–	1389
2025 Q4	$220K	Buy	3,286 +44	+1%	+$3.68K	﹤0.01%	1186
2025 Q3	$272K	Buy	+3,242	New	+$216K	0.01%	1017
2025 Q2	–	Sell	-5,264	Closed	-$233K	–	1099
2025 Q1	$233K	Sell	5,264 -654	-11%	-$39.5K	0.01%	905
2024 Q4	$387K	Buy	5,918 +1,455	+33%	+$81K	0.01%	727
2024 Q3	$224K	Sell	4,463 -11,173	-71%	-$632K	0.01%	895
2024 Q2	$1M	Buy	15,636 +7,407	+90%	+$429K	0.03%	380
2024 Q1	$428K	Buy	+8,229	New	+$367K	0.01%	577

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

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

Perigon Wealth Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 3,286 shares — an estimated $220K sold.

Perigon Wealth Management first reported a position in P in Q1 2024 and held it in 7 quarters. The position peaked at $1M in Q2 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Perigon Wealth Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
Perigon Wealth Management sold 3,286 Everpure Inc shares in Q1 2026, an estimated $220K.
Perigon Wealth Management first reported a position in Everpure Inc in Q1 2024 and held it in 7 quarters.
Perigon Wealth Management's Everpure Inc position peaked at $1M in Q2 2024.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.