Frank Rimerman Advisors’s Everpure Inc P Stock Holding History

Frank Rimerman Advisors’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	–	Sell	-5,235	Closed	-$351K	–	635
2025 Q4	$351K	Buy	+5,235	New	+$437K	0.02%	465

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

Frank Rimerman Advisors's P Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Everpure Inc (P) in Q1 2026, closing a stake of 5,235 shares — an estimated $351K sold.

Frank Rimerman Advisors first reported a position in P in Q4 2025 and held it in 1 quarter. The position peaked at $351K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Frank Rimerman Advisors reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 5,235 Everpure Inc shares in Q1 2026, an estimated $351K.
Frank Rimerman Advisors first reported a position in Everpure Inc in Q4 2025 and held it in 1 quarter.
Frank Rimerman Advisors's Everpure Inc position peaked at $351K in Q4 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.