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
Q2 		$670K Sell
8,507
-2,370
-22% -$174K 0.04% 380
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Investment Advisory Services's P Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Everpure Inc (P) stake by 22% in Q2 2026, selling an estimated $174K and leaving 8,507 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #380.

Capital Investment Advisory Services first reported a position in P in Q3 2025 and has held it in 4 quarters since. The position peaked at $740K in Q4 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Capital Investment Advisory Services held 8,507 shares of Everpure Inc worth $670K as of Q2 2026.
  • Capital Investment Advisory Services sold 2,370 Everpure Inc shares in Q2 2026, an estimated $174K.
  • Everpure Inc made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #380 holding.
  • Capital Investment Advisory Services first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • Capital Investment Advisory Services's Everpure Inc position peaked at $740K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.