CIA
P

Concurrent Investment Advisors’s Everpure Inc P Stock Holding History

Concurrent 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
Q1 		$533K Buy
9,026
+290
+3% +$19.6K 0.01% 1185
2025
Q4 		$585K Buy
8,736
+750
+9% +$62.7K 0.01% 1075
2025
Q3 		$669K Sell
7,986
-208
-3% -$13.8K 0.01% 792
2025
Q2 		$472K Buy
8,194
+800
+11% +$39.8K 0.01% 871
2025
Q1 		$327K Buy
7,394
+429
+6% +$25.9K 0.01% 884
2024
Q4 		$428K Sell
6,965
-190
-3% -$10.6K 0.01% 715
2024
Q3 		$359K Buy
7,155
+268
+4% +$15.1K 0.01% 718
2024
Q2 		$442K Sell
6,887
-980
-12% -$56.7K 0.01% 631
2024
Q1 		$409K Buy
7,867
+627
+9% +$28K 0.02% 601
2023
Q4 		$258K Buy
+7,240
New +$254K 0.01% 700

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

Concurrent Investment Advisors's P Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Everpure Inc (P) stake by 3.3% in Q1 2026, buying an estimated $19.6K and bringing the position to 9,026 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #1185.

Concurrent Investment Advisors first reported a position in P in Q4 2023 and has held it in 10 quarters since. The position peaked at $669K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Concurrent Investment Advisors held 9,026 shares of Everpure Inc worth $533K as of Q1 2026.
  • Concurrent Investment Advisors bought 290 Everpure Inc shares in Q1 2026, an estimated $19.6K.
  • Everpure Inc made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1185 holding.
  • Concurrent Investment Advisors first reported a position in Everpure Inc in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Everpure Inc position peaked at $669K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.