Berkshire Capital Holdings’s Everpure Inc P Stock Holding History

Berkshire Capital Holdings’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	$590	Hold	10	–	–	﹤0.01%	87
2025 Q4	$670	Hold	10	–	–	﹤0.01%	87
2025 Q3	$838	Hold	10	–	–	﹤0.01%	83
2025 Q2	$576	Hold	10	–	–	﹤0.01%	88
2025 Q1	$443	Hold	10	–	–	﹤0.01%	83
2024 Q4	$614	Hold	10	–	–	﹤0.01%	80
2024 Q3	$502	Sell	10 -115,740	-100%	-$6.54M	﹤0.01%	74
2024 Q2	$7.43M	Buy	115,750 +115,740	+1,157,400%	+$6.7M	3.01%	17
2024 Q1	$520	Hold	10	–	–	﹤0.01%	68
2023 Q4	$357	Hold	10	–	–	﹤0.01%	70
2023 Q3	$356	Hold	10	–	–	﹤0.01%	69
2023 Q2	$368	Hold	10	–	–	﹤0.01%	73
2023 Q1	$255	Hold	10	–	–	﹤0.01%	77
2022 Q4	$268	Buy	+10	New	+$291	﹤0.01%	72

Other funds holding P

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Berkshire Capital Holdings's P Position: Q1 2026 in Review

Berkshire Capital Holdings held its Everpure Inc (P) position steady in Q1 2026 at 10 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #87.

Berkshire Capital Holdings first reported a position in P in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.43M in Q2 2024. 766 funds tracked by Wall St. Rank hold P as of Q1 2026.

Berkshire Capital Holdings held 10 shares of Everpure Inc worth $590 as of Q1 2026.
Berkshire Capital Holdings left its Everpure Inc share count unchanged in Q1 2026.
Everpure Inc made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #87 holding.
Berkshire Capital Holdings first reported a position in Everpure Inc in Q4 2022 and has held it in 14 quarters since.
Berkshire Capital Holdings's Everpure Inc position peaked at $7.43M in Q2 2024.
766 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.