CAG
P

Crestwood Advisors Group’s Everpure Inc P Stock Holding History

Crestwood Advisors Group’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 		$337K Buy
4,275
+640
+18% +$46.9K 0.01% 636
2026
Q1 		$215K Buy
+3,635
New +$246K ﹤0.01% 712
2025
Q4 		– Sell
-2,597
Closed -$218K – 706
2025
Q3 		$218K Buy
+2,597
New +$173K ﹤0.01% 537

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Crestwood Advisors Group's P Position: Q2 2026 in Review

Crestwood Advisors Group increased its Everpure Inc (P) stake by 18% in Q2 2026, buying an estimated $46.9K and bringing the position to 4,275 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #636.

Crestwood Advisors Group first reported a position in P in Q3 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Crestwood Advisors Group held 4,275 shares of Everpure Inc worth $337K as of Q2 2026.
  • Crestwood Advisors Group bought 640 Everpure Inc shares in Q2 2026, an estimated $46.9K.
  • Everpure Inc made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #636 holding.
  • Crestwood Advisors Group first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.