WA
P

Waddell & Associates’s Everpure Inc P Stock Holding History

Waddell & Associates’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 		$319K Sell
4,048
-1,223
-23% -$89.6K 0.02% 385
2026
Q1 		$311K Buy
5,271
+1,811
+52% +$123K 0.02% 332
2025
Q4 		$232K Buy
3,460
+895
+35% +$74.8K 0.02% 330
2025
Q3 		$215K Buy
+2,565
New +$171K 0.02% 290

Other funds holding P

PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Waddell & Associates's P Position: Q2 2026 in Review

Waddell & Associates reduced its Everpure Inc (P) stake by 23% in Q2 2026, selling an estimated $89.6K and leaving 4,048 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #385.

Waddell & Associates first reported a position in P in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Waddell & Associates held 4,048 shares of Everpure Inc worth $319K as of Q2 2026.
  • Waddell & Associates sold 1,223 Everpure Inc shares in Q2 2026, an estimated $89.6K.
  • Everpure Inc made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #385 holding.
  • Waddell & Associates first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.