CAPTRUST Financial Advisors
P

CAPTRUST Financial Advisors’s Everpure Inc P Stock Holding History

CAPTRUST Financial 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
2023
Q4 		– Sell
-500
Closed -$18 – 2769
2023
Q3 		$18 Buy
+500
New +$18.5K ﹤0.01% 2616

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

CAPTRUST Financial Advisors's P Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Everpure Inc (P) stake by 5.1% in Q1 2026, buying an estimated $209K and bringing the position to 64,158 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #883.

CAPTRUST Financial Advisors first reported a position in P in Q3 2019 and has held it in 22 quarters since. The position peaked at $5.32M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • CAPTRUST Financial Advisors held 64,158 shares of Everpure Inc worth $3.79M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,092 Everpure Inc shares in Q1 2026, an estimated $209K.
  • Everpure Inc made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #883 holding.
  • CAPTRUST Financial Advisors first reported a position in Everpure Inc in Q3 2019 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's Everpure Inc position peaked at $5.32M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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