PSA
P

Plum Street Advisors’s Everpure Inc P Stock Holding History

Plum Street Advisors’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 		$517K Hold
8,753
– – 0.18% 71
2025
Q4 		$587K Hold
8,753
– – 0.21% 68
2025
Q3 		$734K Buy
+8,753
New +$582K 0.28% 62

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

Plum Street Advisors's P Position: Q1 2026 in Review

Plum Street Advisors held its Everpure Inc (P) position steady in Q1 2026 at 8,753 shares worth $517K. The position accounts for 0.18% of the portfolio, ranked #71.

Plum Street Advisors first reported a position in P in Q3 2025 and has held it in 3 quarters since. The position peaked at $734K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Plum Street Advisors held 8,753 shares of Everpure Inc worth $517K as of Q1 2026.
  • Plum Street Advisors left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up 0.18% of Plum Street Advisors's portfolio in Q1 2026, its #71 holding.
  • Plum Street Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • Plum Street Advisors's Everpure Inc position peaked at $734K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.