WoodTrust Financial’s Everpure Inc P Stock Holding History

WoodTrust Financial’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	$1.61M	Sell	27,340 -6,075	-18%	-$411K	0.21%	63
2025 Q4	$2.24M	Sell	33,415 -80	-0.2%	-$6.68K	0.26%	53
2025 Q3	$2.81M	Sell	33,495 -200	-0.6%	-$13.3K	0.33%	46
2025 Q2	$1.94M	Hold	33,695	–	–	0.25%	59
2025 Q1	$1.49M	Buy	33,695 +700	+2%	+$42.2K	0.21%	69
2024 Q4	$2.03M	Buy	32,995 +12,845	+64%	+$715K	0.29%	57
2024 Q3	$1.01M	Buy	20,150 +13,850	+220%	+$783K	0.14%	87
2024 Q2	$405K	Sell	6,300 -2	-0%	-$116	0.06%	123
2024 Q1	$328	Buy	6,302 +2	+0%	+$89	0.05%	134
2023 Q4	$225K	Hold	6,300	–	–	0.04%	155
2023 Q3	$224K	Sell	6,300 -600	-9%	-$22.3K	0.04%	141
2023 Q2	$254K	Buy	+6,900	New	+$195K	0.05%	136

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

WoodTrust Financial's P Position: Q1 2026 in Review

WoodTrust Financial reduced its Everpure Inc (P) stake by 18% in Q1 2026, selling an estimated $411K and leaving 27,340 shares worth $1.61M. The position accounts for 0.21% of the portfolio, ranked #63.

WoodTrust Financial first reported a position in P in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.81M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

WoodTrust Financial held 27,340 shares of Everpure Inc worth $1.61M as of Q1 2026.
WoodTrust Financial sold 6,075 Everpure Inc shares in Q1 2026, an estimated $411K.
Everpure Inc made up 0.21% of WoodTrust Financial's portfolio in Q1 2026, its #63 holding.
WoodTrust Financial first reported a position in Everpure Inc in Q2 2023 and has held it in 12 quarters since.
WoodTrust Financial's Everpure Inc position peaked at $2.81M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.