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
Q2 		$735K Buy
9,323
+297
+3% +$21.8K 0.01% 1177
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's P Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Everpure Inc (P) stake by 3.3% in Q2 2026, buying an estimated $21.8K and bringing the position to 9,323 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #1177.

Concurrent Investment Advisors first reported a position in P in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Concurrent Investment Advisors held 9,323 shares of Everpure Inc worth $735K as of Q2 2026.
  • Concurrent Investment Advisors bought 297 Everpure Inc shares in Q2 2026, an estimated $21.8K.
  • Everpure Inc made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1177 holding.
  • Concurrent Investment Advisors first reported a position in Everpure Inc in Q4 2023 and has held it in 11 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.