AFAS
P

Acorn Financial Advisory Services’s Everpure Inc P Stock Holding History

Acorn Financial Advisory Services’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 		$517K Sell
8,749
-188
-2% -$12.7K 0.07% 125
2025
Q4 		$599K Sell
8,937
-99
-1% -$8.27K 0.09% 109
2025
Q3 		$757K Sell
9,036
-284
-3% -$18.9K 0.12% 89
2025
Q2 		$537K Sell
9,320
-407
-4% -$20.3K 0.09% 112
2025
Q1 		$431K Buy
9,727
+25
+0.3% +$1.51K 0.08% 117
2024
Q4 		$596K Sell
9,702
-483
-5% -$26.9K 0.1% 98
2024
Q3 		$512K Sell
10,185
-7,464
-42% -$422K 0.09% 109
2024
Q2 		$1.13M Sell
17,649
-12,379
-41% -$716K 0.21% 56
2024
Q1 		$1.56M Sell
30,028
-1,245
-4% -$55.6K 0.29% 42
2023
Q4 		$1.12M Sell
31,273
-926
-3% -$32.5K 0.2% 80
2023
Q3 		$1.15M Buy
32,199
+226
+0.7% +$8.38K 0.2% 70
2023
Q2 		$1.18M Sell
31,973
-1,698
-5% -$48.1K 0.21% 67
2023
Q1 		$859K Buy
33,671
+279
+0.8% +$7.53K 0.17% 89
2022
Q4 		$894K Buy
33,392
+187
+0.6% +$5.44K 0.19% 77
2022
Q3 		$909K Sell
33,205
-5,904
-15% -$167K 0.22% 70
2022
Q2 		$1M Sell
39,109
-5,764
-13% -$159K 0.24% 62
2022
Q1 		$1.58M Sell
44,873
-6,070
-12% -$177K 0.32% 52
2021
Q4 		$1.66M Sell
50,943
-6,557
-11% -$190K 0.33% 51
2021
Q3 		$1.45M Buy
57,500
+3,726
+7% +$82.3K 0.45% 60
2021
Q2 		$1.05M Buy
53,774
+994
+2% +$19.5K 0.31% 88
2021
Q1 		$1.14M Buy
52,780
+1,964
+4% +$46.7K 0.42% 69
2020
Q4 		$1.15M Buy
50,816
+2,988
+6% +$57.3K 0.45% 63
2020
Q3 		$736K Buy
47,828
+14,000
+41% +$229K 0.39% 76
2020
Q2 		$586K Sell
33,828
-55
-0.2% -$824 0.41% 85
2020
Q1 		$417K Buy
33,883
+1,739
+5% +$28.2K 0.41% 90
2019
Q4 		$550K Buy
+32,144
New +$569K 0.46% 75

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

Acorn Financial Advisory Services's P Position: Q1 2026 in Review

Acorn Financial Advisory Services reduced its Everpure Inc (P) stake by 2.1% in Q1 2026, selling an estimated $12.7K and leaving 8,749 shares worth $517K. The position accounts for 0.07% of the portfolio, ranked #125.

Acorn Financial Advisory Services first reported a position in P in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.66M in Q4 2021. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Acorn Financial Advisory Services held 8,749 shares of Everpure Inc worth $517K as of Q1 2026.
  • Acorn Financial Advisory Services sold 188 Everpure Inc shares in Q1 2026, an estimated $12.7K.
  • Everpure Inc made up 0.07% of Acorn Financial Advisory Services's portfolio in Q1 2026, its #125 holding.
  • Acorn Financial Advisory Services first reported a position in Everpure Inc in Q4 2019 and has held it in 26 quarters since.
  • Acorn Financial Advisory Services's Everpure Inc position peaked at $1.66M in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.