DADC
P

D.A. Davidson & Co’s Everpure Inc P Stock Holding History

D.A. Davidson & Co’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 		$393K Sell
6,655
-410
-6% -$27.8K ﹤0.01% 1257
2025
Q4 		$473K Buy
7,065
+30
+0.4% +$2.51K ﹤0.01% 1166
2025
Q3 		$590K Sell
7,035
-637
-8% -$42.4K ﹤0.01% 1058
2025
Q2 		$442K Buy
7,672
+672
+10% +$33.4K ﹤0.01% 1104
2025
Q1 		$310K Buy
7,000
+500
+8% +$30.2K ﹤0.01% 1197
2024
Q4 		$399K Hold
6,500
– – ﹤0.01% 1105
2024
Q3 		$327K Hold
6,500
– – ﹤0.01% 1161
2024
Q2 		$417K Hold
6,500
– – ﹤0.01% 1044
2024
Q1 		$338K Hold
6,500
– – ﹤0.01% 1134
2023
Q4 		$232K Hold
6,500
– – ﹤0.01% 1196
2023
Q3 		$232K Hold
6,500
– – ﹤0.01% 1168
2023
Q2 		$239K Buy
+6,500
New +$184K ﹤0.01% 1178
2022
Q2 		– Sell
-6,746
Closed -$238K – 1344
2022
Q1 		$238K Buy
6,746
+5
+0.1% +$146 ﹤0.01% 1146
2021
Q4 		$219K Buy
+6,741
New +$196K ﹤0.01% 1165
2019
Q3 		– Sell
-31,522
Closed -$481K – 1022
2019
Q2 		$481K Buy
31,522
+201
+0.6% +$3.93K 0.01% 643
2019
Q1 		$682K Buy
31,321
+5,283
+20% +$100K 0.01% 595
2018
Q4 		$419K Sell
26,038
-9,492
-27% -$187K 0.01% 702
2018
Q3 		$922K Buy
35,530
+11,985
+51% +$298K 0.02% 537
2018
Q2 		$562K Buy
23,545
+2,552
+12% +$56.1K 0.01% 657
2018
Q1 		$419K Buy
+20,993
New +$412K 0.01% 748

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

D.A. Davidson & Co's P Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Everpure Inc (P) stake by 5.8% in Q1 2026, selling an estimated $27.8K and leaving 6,655 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

D.A. Davidson & Co first reported a position in P in Q1 2018 and has held it in 20 quarters since. The position peaked at $922K in Q3 2018. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • D.A. Davidson & Co held 6,655 shares of Everpure Inc worth $393K as of Q1 2026.
  • D.A. Davidson & Co sold 410 Everpure Inc shares in Q1 2026, an estimated $27.8K.
  • Everpure Inc made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1257 holding.
  • D.A. Davidson & Co first reported a position in Everpure Inc in Q1 2018 and has held it in 20 quarters since.
  • D.A. Davidson & Co's Everpure Inc position peaked at $922K in Q3 2018.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.