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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Waverly Advisors's P Position: Q1 2026 in Review

Waverly Advisors increased its Everpure Inc (P) stake by 13% in Q1 2026, buying an estimated $64.8K and bringing the position to 8,563 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Waverly Advisors first reported a position in P in Q3 2022 and has held it in 15 quarters since. The position peaked at $581K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Waverly Advisors held 8,563 shares of Everpure Inc worth $506K as of Q1 2026.
Waverly Advisors bought 956 Everpure Inc shares in Q1 2026, an estimated $64.8K.
Everpure Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1082 holding.
Waverly Advisors first reported a position in Everpure Inc in Q3 2022 and has held it in 15 quarters since.
Waverly Advisors's Everpure Inc position peaked at $581K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.