WA
P

Waverly Advisors’s Everpure Inc P Stock Holding History

Waverly 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
Q2 		$706K Buy
8,961
+398
+5% +$29.2K ﹤0.01% 1018
2026
Q1 		$506K Buy
8,563
+956
+13% +$64.8K ﹤0.01% 1082
2025
Q4 		$510K Buy
7,607
+672
+10% +$56.1K ﹤0.01% 1002
2025
Q3 		$581K Sell
6,935
-348
-5% -$23.1K 0.01% 802
2025
Q2 		$419K Buy
7,283
+216
+3% +$10.7K ﹤0.01% 855
2025
Q1 		$313K Buy
7,067
+240
+4% +$14.5K ﹤0.01% 909
2024
Q4 		$419K Sell
6,827
-644
-9% -$35.9K 0.01% 727
2024
Q3 		$375K Sell
7,471
-156
-2% -$8.82K 0.01% 633
2024
Q2 		$490K Buy
7,627
+111
+1% +$6.42K 0.01% 581
2024
Q1 		$391K Sell
7,516
-4,437
-37% -$198K 0.01% 522
2023
Q4 		$426K Sell
11,953
-50
-0.4% -$1.75K 0.02% 318
2023
Q3 		$428K Buy
12,003
+50
+0.4% +$1.85K 0.02% 279
2023
Q2 		$440K Sell
11,953
-9,113
-43% -$258K 0.02% 257
2023
Q1 		$537K Hold
21,066
– – 0.03% 186
2022
Q4 		$564K Hold
21,066
– – 0.03% 159
2022
Q3 		$577K Buy
+21,066
New +$596K 0.04% 144

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waverly Advisors's P Position: Q2 2026 in Review

Waverly Advisors increased its Everpure Inc (P) stake by 4.6% in Q2 2026, buying an estimated $29.2K and bringing the position to 8,961 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Waverly Advisors first reported a position in P in Q3 2022 and has held it in 16 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Waverly Advisors held 8,961 shares of Everpure Inc worth $706K as of Q2 2026.
  • Waverly Advisors bought 398 Everpure Inc shares in Q2 2026, an estimated $29.2K.
  • Everpure Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1018 holding.
  • Waverly Advisors first reported a position in Everpure Inc in Q3 2022 and has held it in 16 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.