UBS AM
P

UBS AM’s Everpure Inc P Stock Holding History

UBS AM’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 		$163M Buy
2,766,989
+112,991
+4% +$7.65M 0.03% 411
2025
Q4 		$178M Buy
2,653,998
+189,781
+8% +$15.9M 0.04% 376
2025
Q3 		$207M Sell
2,464,217
-385,795
-14% -$25.7M 0.04% 349
2025
Q2 		$164M Buy
2,850,012
+312,748
+12% +$15.6M 0.03% 433
2025
Q1 		$112M Buy
2,537,264
+47,584
+2% +$2.87M 0.03% 505
2024
Q4 		$153M Sell
2,489,680
-371,941
-13% -$20.7M 0.04% 426
2024
Q3 		$144M Buy
2,861,621
+93,106
+3% +$5.26M 0.04% 424
2024
Q2 		$178M Buy
2,768,515
+681,456
+33% +$39.4M 0.05% 333
2024
Q1 		$109M Sell
2,087,059
-299,456
-13% -$13.4M 0.04% 436
2023
Q4 		$85.1M Buy
2,386,515
+255,189
+12% +$8.95M 0.03% 472
2023
Q3 		$75.9M Buy
2,131,326
+780,528
+58% +$28.9M 0.03% 463
2023
Q2 		$34.5M Hold
1,350,798
– – 0.02% 649
2023
Q1 		$34.5M Sell
1,350,798
-189,944
-12% -$5.13M 0.02% 649
2022
Q4 		$41.2M Sell
1,540,742
-109,457
-7% -$3.18M 0.02% 597
2022
Q3 		$45.2M Buy
1,650,199
+525,165
+47% +$14.8M 0.03% 579
2022
Q2 		$28.9M Sell
1,125,034
-21,283
-2% -$589K 0.02% 655
2022
Q1 		$40.5M Buy
1,146,317
+67,383
+6% +$1.96M 0.02% 662
2021
Q4 		$35.1M Sell
1,078,934
-294
-0% -$8.53K 0.01% 748
2021
Q3 		$27.2M Buy
1,079,228
+714,002
+195% +$15.8M 0.01% 788
2021
Q2 		$7.13M Buy
365,226
+21,242
+6% +$418K ﹤0.01% 1234
2021
Q1 		$7.41M Buy
343,984
+691
+0.2% +$16.4K ﹤0.01% 1185
2020
Q4 		$7.76M Buy
343,293
+67,372
+24% +$1.29M ﹤0.01% 1137
2020
Q3 		$4.25M Sell
275,921
-50,502
-15% -$825K ﹤0.01% 1218
2020
Q2 		$5.66M Buy
326,423
+19,074
+6% +$286K ﹤0.01% 1072
2020
Q1 		$3.78M Buy
307,349
+18,490
+6% +$300K ﹤0.01% 1157
2019
Q4 		$4.94M Buy
288,859
+6,825
+2% +$121K ﹤0.01% 1194
2019
Q3 		$4.78M Buy
282,034
+64,898
+30% +$1.02M ﹤0.01% 1219
2019
Q2 		$3.32M Buy
217,136
+24,767
+13% +$484K ﹤0.01% 1369
2019
Q1 		$4.19M Buy
192,369
+38,049
+25% +$723K ﹤0.01% 1221
2018
Q4 		$2.48M Buy
154,320
+28,349
+23% +$559K ﹤0.01% 1346
2018
Q3 		$3.27M Buy
125,971
+28,278
+29% +$703K ﹤0.01% 1298
2018
Q2 		$2.33M Buy
97,693
+31,245
+47% +$687K ﹤0.01% 1432
2018
Q1 		$1.33M Hold
66,448
– – ﹤0.01% 1662
2017
Q4 		$1.05M Buy
66,448
+23,572
+55% +$393K ﹤0.01% 1729
2017
Q3 		$686K Buy
42,876
+2,249
+6% +$30.8K ﹤0.01% 1841
2017
Q2 		$520K Buy
40,627
+14,127
+53% +$164K ﹤0.01% 1871
2017
Q1 		$260K Buy
26,500
+9,100
+52% +$101K ﹤0.01% 2066
2016
Q4 		$197K Sell
17,400
-10,300
-37% -$133K ﹤0.01% 2133
2016
Q3 		$375K Buy
27,700
+9,800
+55% +$122K ﹤0.01% 2145
2016
Q2 		$195K Buy
+17,900
New +$233K ﹤0.01% 2455

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

UBS AM's P Position: Q1 2026 in Review

UBS AM increased its Everpure Inc (P) stake by 4.3% in Q1 2026, buying an estimated $7.65M and bringing the position to 2,766,989 shares worth $163M. The position accounts for 0.03% of the portfolio, ranked #411.

UBS AM first reported a position in P in Q2 2016 and has held it in 40 quarters since. The position peaked at $207M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • UBS AM held 2,766,989 shares of Everpure Inc worth $163M as of Q1 2026.
  • UBS AM bought 112,991 Everpure Inc shares in Q1 2026, an estimated $7.65M.
  • Everpure Inc made up 0.03% of UBS AM's portfolio in Q1 2026, its #411 holding.
  • UBS AM first reported a position in Everpure Inc in Q2 2016 and has held it in 40 quarters since.
  • UBS AM's Everpure Inc position peaked at $207M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.