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
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 $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

Crestwood Advisors Group's P Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in Everpure Inc (P) in Q1 2026: 3,635 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in P as recently as Q3 2025.

Crestwood Advisors Group first reported a position in P in Q3 2025 and has held it in 2 quarters since. The position peaked at $218K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Crestwood Advisors Group held 3,635 shares of Everpure Inc worth $215K as of Q1 2026.
  • Everpure Inc was a new Crestwood Advisors Group position in Q1 2026.
  • Everpure Inc made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #712 holding.
  • Crestwood Advisors Group first reported a position in Everpure Inc in Q3 2025 and has held it in 2 quarters since.
  • Crestwood Advisors Group's Everpure Inc position peaked at $218K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.