Coldstream Capital Management’s Everpure Inc P Stock Holding History

Coldstream Capital Management’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	$441K	Buy	5,598 +383	+7%	+$28.1K	0.01%	795
2026 Q1	$308K	Sell	5,215 -854	-14%	-$57.8K	﹤0.01%	922
2025 Q4	$407K	Buy	6,069 +406	+7%	+$33.9K	0.01%	790
2025 Q3	$475K	Buy	5,663 +647	+13%	+$43K	0.01%	766
2025 Q2	$289K	Buy	5,016 +376	+8%	+$18.7K	﹤0.01%	906
2025 Q1	$205K	Sell	4,640 -369	-7%	-$22.3K	﹤0.01%	998
2024 Q4	$308K	Buy	5,009 +282	+6%	+$15.7K	0.01%	810
2024 Q3	$237K	Buy	4,727 +684	+17%	+$38.7K	0.01%	961
2024 Q2	$260K	Buy	+4,043	New	+$234K	0.01%	822

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 $3.37T AUM 44.26% 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

Coldstream Capital Management's P Position: Q2 2026 in Review

Coldstream Capital Management increased its Everpure Inc (P) stake by 7.3% in Q2 2026, buying an estimated $28.1K and bringing the position to 5,598 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #795.

Coldstream Capital Management first reported a position in P in Q2 2024 and has held it in 9 quarters since. The position peaked at $475K in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

Coldstream Capital Management held 5,598 shares of Everpure Inc worth $441K as of Q2 2026.
Coldstream Capital Management bought 383 Everpure Inc shares in Q2 2026, an estimated $28.1K.
Everpure Inc made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #795 holding.
Coldstream Capital Management first reported a position in Everpure Inc in Q2 2024 and has held it in 9 quarters since.
Coldstream Capital Management's Everpure Inc position peaked at $475K in Q3 2025.
814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.