WT
P

Whittier Trust’s Everpure Inc P Stock Holding History

Whittier Trust’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 		$9.66M Buy
157,961
+14,879
+10% +$1.01M 0.11% 141
2025
Q4 		$9.88M Buy
143,082
+86
+0.1% +$7.18K 0.11% 146
2025
Q3 		$12.4M Buy
142,996
+3,025
+2% +$201K 0.14% 130
2025
Q2 		$8.06M Buy
139,971
+3,092
+2% +$154K 0.1% 168
2025
Q1 		$6.06M Buy
136,879
+4,261
+3% +$257K 0.08% 185
2024
Q4 		$8.15M Buy
132,618
+73,188
+123% +$4.08M 0.11% 156
2024
Q3 		$2.99M Buy
59,430
+2,825
+5% +$160K 0.04% 242
2024
Q2 		$3.63M Buy
56,605
+55,429
+4,713% +$3.21M 0.05% 225
2024
Q1 		$61.1K Hold
1,176
– – ﹤0.01% 887
2023
Q4 		$41.9K Sell
1,176
-11
-0.9% -$386 ﹤0.01% 957
2023
Q3 		$42.3K Buy
1,187
+11
+0.9% +$408 ﹤0.01% 958
2023
Q2 		$43.3K Hold
1,176
– – ﹤0.01% 964
2023
Q1 		$30K Hold
1,176
– – ﹤0.01% 1064
2022
Q4 		$31.5K Hold
1,176
– – ﹤0.01% 1054
2022
Q3 		$32K Buy
1,176
+872
+287% +$24.7K ﹤0.01% 1066
2022
Q2 		$8K Hold
304
– – ﹤0.01% 1359
2022
Q1 		$11K Hold
304
– – ﹤0.01% 1324
2021
Q4 		$10K Hold
304
– – ﹤0.01% 1320
2021
Q3 		$8K Hold
304
– – ﹤0.01% 1276
2021
Q2 		$6K Sell
304
-32,000
-99% -$629K ﹤0.01% 1343
2021
Q1 		$696K Hold
32,304
– – 0.01% 423
2020
Q4 		$730K Sell
32,304
-50,000
-61% -$958K 0.02% 384
2020
Q3 		$1.27M Buy
82,304
+82,000
+26,974% +$1.34M 0.03% 296
2020
Q2 		$5K Buy
+304
New +$4.56K ﹤0.01% 1172

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

Whittier Trust's P Position: Q1 2026 in Review

Whittier Trust increased its Everpure Inc (P) stake by 10% in Q1 2026, buying an estimated $1.01M and bringing the position to 157,961 shares worth $9.66M. The position accounts for 0.11% of the portfolio, ranked #141.

Whittier Trust first reported a position in P in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.4M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Whittier Trust held 157,961 shares of Everpure Inc worth $9.66M as of Q1 2026.
  • Whittier Trust bought 14,879 Everpure Inc shares in Q1 2026, an estimated $1.01M.
  • Everpure Inc made up 0.11% of Whittier Trust's portfolio in Q1 2026, its #141 holding.
  • Whittier Trust first reported a position in Everpure Inc in Q2 2020 and has held it in 24 quarters since.
  • Whittier Trust's Everpure Inc position peaked at $12.4M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.