RIL
P

Rothschild Investment LLC’s Everpure Inc P Stock Holding History

Rothschild Investment LLC’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 		$52.3K Sell
664
-811
-55% -$59.4K ﹤0.01% 1236
2026
Q1 		$87.1K Buy
1,475
+482
+49% +$32.6K ﹤0.01% 941
2025
Q4 		$66.5K Buy
993
+152
+18% +$12.7K ﹤0.01% 942
2025
Q3 		$70.5K Buy
841
+838
+27,933% +$55.7K ﹤0.01% 893
2025
Q2 		$173 Sell
3
-1
-25% -$50 ﹤0.01% 2945
2025
Q1 		$177 Buy
4
+1
+33% +$60 ﹤0.01% 2878
2024
Q4 		$184 Buy
+3
New +$167 ﹤0.01% 2807

Other funds holding P

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Rothschild Investment LLC's P Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Everpure Inc (P) stake by 55% in Q2 2026, selling an estimated $59.4K and leaving 664 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Rothschild Investment LLC first reported a position in P in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.1K in Q1 2026. 415 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Rothschild Investment LLC held 664 shares of Everpure Inc worth $52.3K as of Q2 2026.
  • Rothschild Investment LLC sold 811 Everpure Inc shares in Q2 2026, an estimated $59.4K.
  • Everpure Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1236 holding.
  • Rothschild Investment LLC first reported a position in Everpure Inc in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Everpure Inc position peaked at $87.1K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.