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
2025
Q1 		– Sell
-100
Closed -$6.14K – 444
2024
Q4 		$6.14K Sell
100
-100
-50% -$5.57K ﹤0.01% 418
2024
Q3 		$10K Buy
200
+100
+100% +$5.65K ﹤0.01% 391
2024
Q2 		$6.42K Buy
+100
New +$5.79K ﹤0.01% 364

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.