CVA Family Office’s Everpure Inc P Stock Holding History

CVA Family Office’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	$34.1K	Buy	577 +104	+22%	+$7.04K	﹤0.01%	677
2025 Q4	$31.7K	Hold	473	–	–	﹤0.01%	616
2025 Q3	$39.6K	Hold	473	–	–	0.01%	586
2025 Q2	$27.2K	Sell	473 -11	-2%	-$547	﹤0.01%	637
2025 Q1	$21.4K	Buy	484 +117	+32%	+$7.06K	﹤0.01%	672
2024 Q4	$22.5K	Buy	367 +20	+6%	+$1.11K	﹤0.01%	656
2024 Q3	$17.4K	Buy	347 +28	+9%	+$1.58K	﹤0.01%	674
2024 Q2	$20.5K	Buy	319 +9	+3%	+$521	﹤0.01%	631
2024 Q1	$16.1K	Hold	310	–	–	﹤0.01%	681
2023 Q4	$11.1K	Buy	+310	New	+$10.9K	﹤0.01%	712
2023 Q3	–	Sell	-310	Closed	-$11.4K	–	769
2023 Q2	$11.4K	Hold	310	–	–	﹤0.01%	706
2023 Q1	$7.91K	Sell	310 -55	-15%	-$1.48K	﹤0.01%	716
2022 Q4	$9.77K	Buy	365 +30	+9%	+$872	﹤0.01%	663
2022 Q3	$9K	Buy	335 +25	+8%	+$707	﹤0.01%	646
2022 Q2	$8K	Hold	310	–	–	﹤0.01%	681
2022 Q1	$11K	Hold	310	–	–	﹤0.01%	664
2021 Q4	$10K	Buy	+310	New	+$9K	﹤0.01%	653
2021 Q3	–	Sell	-335	Closed	-$7K	–	760
2021 Q2	$7K	Buy	+335	New	+$6.59K	﹤0.01%	718

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

CVA Family Office's P Position: Q1 2026 in Review

CVA Family Office increased its Everpure Inc (P) stake by 22% in Q1 2026, buying an estimated $7.04K and bringing the position to 577 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

CVA Family Office first reported a position in P in Q2 2021 and has held it in 18 quarters since. The position peaked at $39.6K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

CVA Family Office held 577 shares of Everpure Inc worth $34.1K as of Q1 2026.
CVA Family Office bought 104 Everpure Inc shares in Q1 2026, an estimated $7.04K.
Everpure Inc made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #677 holding.
CVA Family Office first reported a position in Everpure Inc in Q2 2021 and has held it in 18 quarters since.
CVA Family Office's Everpure Inc position peaked at $39.6K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.