DGI
P

Disciplined Growth Investors’s Everpure Inc P Stock Holding History

Disciplined Growth Investors’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 		$276M Sell
4,666,777
-230,629
-5% -$15.6M 5.64% 3
2025
Q4 		$328M Sell
4,897,406
-262,776
-5% -$22M 6.28% 1
2025
Q3 		$432M Sell
5,160,182
-297,373
-5% -$19.8M 7.84% 2
2025
Q2 		$314M Sell
5,457,555
-27,594
-0.5% -$1.37M 6.01% 2
2025
Q1 		$243M Sell
5,485,149
-144,347
-3% -$8.71M 5.03% 4
2024
Q4 		$346M Sell
5,629,496
-54,722
-1% -$3.05M 6.58% 1
2024
Q3 		$286M Buy
5,684,218
+177,559
+3% +$10M 5.4% 3
2024
Q2 		$354M Sell
5,506,659
-114,922
-2% -$6.65M 6.66% 2
2024
Q1 		$292M Sell
5,621,581
-51,894
-0.9% -$2.32M 5.33% 2
2023
Q4 		$202M Sell
5,673,475
-39,210
-0.7% -$1.37M 4.42% 3
2023
Q3 		$203M Sell
5,712,685
-81,708
-1% -$3.03M 4.84% 2
2023
Q2 		$213M Sell
5,794,393
-68,703
-1% -$1.95M 4.81% 2
2023
Q1 		$150M Buy
5,863,096
+709,299
+14% +$19.1M 3.84% 6
2022
Q4 		$138M Buy
5,153,797
+37,570
+0.7% +$1.09M 3.53% 8
2022
Q3 		$140M Sell
5,116,227
-12,301
-0.2% -$348K 3.89% 6
2022
Q2 		$132M Buy
5,128,528
+62,343
+1% +$1.73M 3.55% 9
2022
Q1 		$179M Buy
5,066,185
+83,091
+2% +$2.42M 3.88% 5
2021
Q4 		$162M Sell
4,983,094
-83,719
-2% -$2.43M 3.26% 9
2021
Q3 		$127M Sell
5,066,813
-71,274
-1% -$1.57M 2.53% 16
2021
Q2 		$100M Buy
5,138,087
+249,681
+5% +$4.91M 1.92% 21
2021
Q1 		$105M Sell
4,888,406
-696,252
-12% -$16.6M 2.13% 19
2020
Q4 		$126M Sell
5,584,658
-153,137
-3% -$2.93M 2.44% 15
2020
Q3 		$88.3M Buy
5,737,795
+1,445,997
+34% +$23.6M 2.07% 18
2020
Q2 		$74.4M Sell
4,291,798
-1,430,906
-25% -$21.5M 1.8% 24
2020
Q1 		$70.4M Buy
5,722,704
+2,587,970
+83% +$41.9M 1.61% 24
2019
Q4 		$53.6M Buy
3,134,734
+110,832
+4% +$1.96M 0.88% 39
2019
Q3 		$51.2M Buy
+3,023,902
New +$47.4M 0.95% 37

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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Disciplined Growth Investors's P Position: Q1 2026 in Review

Disciplined Growth Investors reduced its Everpure Inc (P) stake by 4.7% in Q1 2026, selling an estimated $15.6M and leaving 4,666,777 shares worth $276M. The position accounts for 5.64% of the portfolio, ranked #3.

Disciplined Growth Investors first reported a position in P in Q3 2019 and has held it in 27 quarters since. The position peaked at $432M in Q3 2025. 764 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Disciplined Growth Investors held 4,666,777 shares of Everpure Inc worth $276M as of Q1 2026.
  • Disciplined Growth Investors sold 230,629 Everpure Inc shares in Q1 2026, an estimated $15.6M.
  • Everpure Inc made up 5.64% of Disciplined Growth Investors's portfolio in Q1 2026, its #3 holding.
  • Disciplined Growth Investors first reported a position in Everpure Inc in Q3 2019 and has held it in 27 quarters since.
  • Disciplined Growth Investors's Everpure Inc position peaked at $432M in Q3 2025.
  • 764 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.