Capstone Investment Advisors
P

Capstone Investment Advisors’s Everpure Inc P Stock Holding History

Capstone Investment Advisors’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 		– Sell
-9,702
Closed -$650K – 1798
2025
Q4 		$650K Buy
9,702
+2,484
+34% +$208K ﹤0.01% 1044
2025
Q3 		$605K Sell
7,218
-5,377
-43% -$358K ﹤0.01% 1270
2025
Q2 		$725K Buy
+12,595
New +$627K ﹤0.01% 971
2024
Q1 		– Sell
-7,578
Closed -$270K – 2502
2023
Q4 		$270K Buy
+7,578
New +$266K ﹤0.01% 1637
2023
Q3 		– Sell
-5,742
Closed -$211K – 2251
2023
Q2 		$211K Buy
+5,742
New +$163K ﹤0.01% 1530
2022
Q2 		– Sell
-5,831
Closed -$206K – 2057
2022
Q1 		$206K Buy
+5,831
New +$170K ﹤0.01% 1711

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

Capstone Investment Advisors's P Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Everpure Inc (P) in Q1 2026, closing a stake of 9,702 shares — an estimated $650K sold.

Capstone Investment Advisors first reported a position in P in Q1 2022 and held it in 6 quarters. The position peaked at $725K in Q2 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,702 Everpure Inc shares in Q1 2026, an estimated $650K.
  • Capstone Investment Advisors first reported a position in Everpure Inc in Q1 2022 and held it in 6 quarters.
  • Capstone Investment Advisors's Everpure Inc position peaked at $725K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.