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 Q2	$798K	Buy	+10,131	New	+$742K	﹤0.01%	1041
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capstone Investment Advisors's P Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Everpure Inc (P) in Q2 2026: 10,131 shares worth $798K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in P as recently as Q4 2025.

Capstone Investment Advisors first reported a position in P in Q1 2022 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold P as of Q2 2026.

Capstone Investment Advisors held 10,131 shares of Everpure Inc worth $798K as of Q2 2026.
Everpure Inc was a new Capstone Investment Advisors position in Q2 2026.
Everpure Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1041 holding.
Capstone Investment Advisors first reported a position in Everpure Inc in Q1 2022 and has held it in 7 quarters since.
816 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.