Vontobel Holding
P icon

Vontobel Holding’s Everpure Inc P Stock Holding History

Vontobel Holding’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
Q3 		$991K Sell
7,579
-49
-0.6% -$4.61K ﹤0.01% 822
2026
Q2 		$601K Buy
7,628
+4,139
+119% +$303K ﹤0.01% 990
2026
Q1 		$206K Hold
3,489
– – ﹤0.01% 1106
2025
Q4 		$234K Sell
3,489
-440
-11% -$36.8K ﹤0.01% 1256
2025
Q3 		$329K Sell
3,929
-932
-19% -$62K ﹤0.01% 1072
2025
Q2 		$280K Buy
+4,861
New +$242K ﹤0.01% 1071
2025
Q1 		– Sell
-18,957
Closed -$1.16M – 1144
2024
Q4 		$1.16M Sell
18,957
-1,731
-8% -$96.4K ﹤0.01% 553
2024
Q3 		$1.04M Sell
20,688
-3,516
-15% -$199K ﹤0.01% 584
2024
Q2 		$1.55M Sell
24,204
-10,744
-31% -$622K 0.01% 476
2024
Q1 		$1.82M Sell
34,948
-47,754
-58% -$2.13M 0.01% 454
2023
Q4 		$2.95M Buy
82,702
+3,128
+4% +$110K 0.02% 374
2023
Q3 		$2.83M Sell
79,574
-27,641
-26% -$1.03M 0.03% 369
2023
Q2 		$3.95M Buy
107,215
+37,937
+55% +$1.07M 0.03% 342
2023
Q1 		$1.77M Buy
69,278
+5,121
+8% +$138K 0.02% 441
2022
Q4 		$1.69M Sell
64,157
-13,135
-17% -$382K 0.02% 454
2022
Q3 		$2.12M Buy
77,292
+7,111
+10% +$201K 0.02% 394
2022
Q2 		$1.82M Sell
70,181
-5,993
-8% -$166K 0.02% 409
2022
Q1 		$2.74M Buy
76,174
+25,299
+50% +$736K 0.02% 371
2021
Q4 		$1.66M Sell
50,875
-16,542
-25% -$480K 0.01% 492
2021
Q3 		$1.7M Sell
67,417
-13,226
-16% -$292K 0.02% 481
2021
Q2 		$1.61M Sell
80,643
-14,714
-15% -$289K 0.01% 491
2021
Q1 		$2.05M Buy
95,357
+55,234
+138% +$1.31M 0.02% 392
2020
Q4 		$1.11M Buy
+40,123
New +$769K 0.01% 515

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Vontobel Holding's P Position: Q3 2026 in Review

Vontobel Holding reduced its Everpure Inc (P) stake by 0.64% in Q3 2026, selling an estimated $4.61K and leaving 7,579 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Vontobel Holding first reported a position in P in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.95M in Q2 2023. 564 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Vontobel Holding held 7,579 shares of Everpure Inc worth $991K as of Q3 2026.
  • Vontobel Holding sold 49 Everpure Inc shares in Q3 2026, an estimated $4.61K.
  • Everpure Inc made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #822 holding.
  • Vontobel Holding first reported a position in Everpure Inc in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Everpure Inc position peaked at $3.95M in Q2 2023.
  • 564 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.