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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Coldstream Capital Management's P Position: Q1 2026 in Review

Coldstream Capital Management reduced its Everpure Inc (P) stake by 14% in Q1 2026, selling an estimated $57.8K and leaving 5,215 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Coldstream Capital Management first reported a position in P in Q2 2024 and has held it in 8 quarters since. The position peaked at $475K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Coldstream Capital Management held 5,215 shares of Everpure Inc worth $308K as of Q1 2026.
Coldstream Capital Management sold 854 Everpure Inc shares in Q1 2026, an estimated $57.8K.
Everpure Inc made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #922 holding.
Coldstream Capital Management first reported a position in Everpure Inc in Q2 2024 and has held it in 8 quarters since.
Coldstream Capital Management's Everpure Inc position peaked at $475K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.