CSPIA
P

Cary Street Partners Investment Advisory’s Everpure Inc P Stock Holding History

Cary Street Partners Investment Advisory’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 		$67.1K Buy
852
+68
+9% +$4.98K 0.01% 555
2026
Q1 		$46.3K Buy
784
+515
+191% +$34.9K 0.01% 554
2025
Q4 		$18K Buy
269
+7
+3% +$585 ﹤0.01% 588
2025
Q3 		$22K Buy
262
+93
+55% +$6.18K 0.01% 506
2025
Q2 		$9.73K Buy
169
+70
+71% +$3.48K ﹤0.01% 519
2025
Q1 		$4.38K Buy
99
+97
+4,850% +$5.85K ﹤0.01% 516
2024
Q4 		$123 Sell
2
-66,784
-100% -$3.72M ﹤0.01% 513
2024
Q3 		$3.36M Buy
66,786
+4,610
+7% +$261K 0.12% 189
2024
Q2 		$3.99M Buy
62,176
+12,106
+24% +$701K 0.16% 149
2024
Q1 		$2.6M Buy
+50,070
New +$2.24M 0.11% 207
2023
Q4 		– Sell
-250
Closed -$8.9K – 1510
2023
Q3 		$8.9K Hold
250
– – ﹤0.01% 1329
2023
Q2 		$9.21K Hold
250
– – ﹤0.01% 1265
2023
Q1 		$6.38K Hold
250
– – ﹤0.01% 1263
2022
Q4 		$6.69K Buy
+250
New +$7.27K ﹤0.01% 1252
2020
Q4 		– Sell
-850
Closed -$13K – 733
2020
Q3 		$13K Buy
+850
New +$13.9K ﹤0.01% 733

Other funds holding P

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's P Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Everpure Inc (P) stake by 8.7% in Q2 2026, buying an estimated $4.98K and bringing the position to 852 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #555.

Cary Street Partners Investment Advisory first reported a position in P in Q3 2020 and has held it in 15 quarters since. The position peaked at $3.99M in Q2 2024. 499 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Cary Street Partners Investment Advisory held 852 shares of Everpure Inc worth $67.1K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 68 Everpure Inc shares in Q2 2026, an estimated $4.98K.
  • Everpure Inc made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #555 holding.
  • Cary Street Partners Investment Advisory first reported a position in Everpure Inc in Q3 2020 and has held it in 15 quarters since.
  • Cary Street Partners Investment Advisory's Everpure Inc position peaked at $3.99M in Q2 2024.
  • 499 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.