TRIA
P

Trail Ridge Investment Advisors’s Everpure Inc P Stock Holding History

Trail Ridge Investment 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 		$559K Sell
9,464
-443
-4% -$30K 0.24% 66
2025
Q4 		$664K Sell
9,907
-2,508
-20% -$210K 0.29% 62
2025
Q3 		$1.04M Buy
12,415
+401
+3% +$26.7K 0.47% 49
2025
Q2 		$715K Sell
12,014
-931
-7% -$46.3K 0.34% 54
2025
Q1 		$573K Buy
12,945
+943
+8% +$56.9K 0.3% 63
2024
Q4 		$737K Buy
12,002
+152
+1% +$8.47K 0.35% 59
2024
Q3 		$621K Sell
11,850
-310
-3% -$17.5K 0.3% 65
2024
Q2 		$781K Buy
12,160
+1,166
+11% +$67.5K 0.4% 54
2024
Q1 		$572K Buy
10,994
+2,155
+24% +$96.2K 0.32% 64
2023
Q4 		$315K Sell
8,839
-581
-6% -$20.4K 0.19% 86
2023
Q3 		$336K Buy
9,420
+2,140
+29% +$79.4K 0.23% 81
2023
Q2 		$268K Sell
7,280
-1,108
-13% -$31.4K 0.17% 104
2023
Q1 		$214K Buy
+8,388
New +$226K 0.14% 112

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

Trail Ridge Investment Advisors's P Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Everpure Inc (P) stake by 4.5% in Q1 2026, selling an estimated $30K and leaving 9,464 shares worth $559K. The position accounts for 0.24% of the portfolio, ranked #66.

Trail Ridge Investment Advisors first reported a position in P in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q3 2025. 764 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Trail Ridge Investment Advisors held 9,464 shares of Everpure Inc worth $559K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 443 Everpure Inc shares in Q1 2026, an estimated $30K.
  • Everpure Inc made up 0.24% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Trail Ridge Investment Advisors first reported a position in Everpure Inc in Q1 2023 and has held it in 13 quarters since.
  • Trail Ridge Investment Advisors's Everpure Inc position peaked at $1.04M in Q3 2025.
  • 764 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.