CIAS
P

Capital Investment Advisory Services’s Everpure Inc P Stock Holding History

Capital Investment 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 		$642K Sell
10,877
-173
-2% -$11.7K 0.05% 349
2025
Q4 		$740K Buy
11,050
+3,392
+44% +$283K 0.05% 307
2025
Q3 		$642K Buy
+7,658
New +$509K 0.05% 309

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

Capital Investment Advisory Services's P Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Everpure Inc (P) stake by 1.6% in Q1 2026, selling an estimated $11.7K and leaving 10,877 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #349.

Capital Investment Advisory Services first reported a position in P in Q3 2025 and has held it in 3 quarters since. The position peaked at $740K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Capital Investment Advisory Services held 10,877 shares of Everpure Inc worth $642K as of Q1 2026.
  • Capital Investment Advisory Services sold 173 Everpure Inc shares in Q1 2026, an estimated $11.7K.
  • Everpure Inc made up 0.05% of Capital Investment Advisory Services's portfolio in Q1 2026, its #349 holding.
  • Capital Investment Advisory Services first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • Capital Investment Advisory Services's Everpure Inc position peaked at $740K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.