PWG
P

Portside Wealth Group’s Everpure Inc P Stock Holding History

Portside Wealth Group’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
-6,110
Closed -$409K – 512
2025
Q4 		$409K Sell
6,110
-2,204
-27% -$184K 0.06% 300
2025
Q3 		$697K Sell
8,314
-604
-7% -$40.2K 0.1% 211
2025
Q2 		$513K Buy
8,918
+735
+9% +$36.6K 0.08% 241
2025
Q1 		$362K Sell
8,183
-737
-8% -$44.5K 0.06% 286
2024
Q4 		$548K Buy
8,920
+923
+12% +$51.4K 0.09% 215
2024
Q3 		$402K Sell
7,997
-59
-0.7% -$3.33K 0.07% 249
2024
Q2 		$517K Buy
+8,056
New +$466K 0.1% 207

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

Portside Wealth Group's P Position: Q1 2026 in Review

Portside Wealth Group sold out of Everpure Inc (P) in Q1 2026, closing a stake of 6,110 shares — an estimated $409K sold.

Portside Wealth Group first reported a position in P in Q2 2024 and held it in 7 quarters. The position peaked at $697K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Portside Wealth Group reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 6,110 Everpure Inc shares in Q1 2026, an estimated $409K.
  • Portside Wealth Group first reported a position in Everpure Inc in Q2 2024 and held it in 7 quarters.
  • Portside Wealth Group's Everpure Inc position peaked at $697K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.