Freestone Capital Holdings’s Everpure Inc P Stock Holding History

Freestone Capital Holdings’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	$482K	Buy	8,168 +800	+11%	+$54.2K	0.01%	344
2025 Q4	$494K	Hold	7,368	–	–	0.01%	342
2025 Q3	$618K	Sell	7,368 -3,025	-29%	-$201K	0.02%	306
2025 Q2	$598K	Sell	10,393 -2,062	-17%	-$103K	0.02%	274
2025 Q1	$551K	Buy	12,455 +3,071	+33%	+$185K	0.02%	273
2024 Q4	$576K	Buy	9,384 +1,000	+12%	+$55.7K	0.02%	266
2024 Q3	$421K	Buy	8,384 +1,465	+21%	+$82.8K	0.01%	318
2024 Q2	$444K	Buy	6,919 +200	+3%	+$11.6K	0.02%	316
2024 Q1	$349K	Hold	6,719	–	–	0.01%	351
2023 Q4	$240K	Buy	+6,719	New	+$236K	0.01%	359
2022 Q3	–	Sell	-9,151	Closed	-$235K	–	426
2022 Q2	$235K	Buy	+9,151	New	+$253K	0.01%	366

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

Freestone Capital Holdings's P Position: Q1 2026 in Review

Freestone Capital Holdings increased its Everpure Inc (P) stake by 11% in Q1 2026, buying an estimated $54.2K and bringing the position to 8,168 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #344.

Freestone Capital Holdings first reported a position in P in Q2 2022 and has held it in 11 quarters since. The position peaked at $618K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Freestone Capital Holdings held 8,168 shares of Everpure Inc worth $482K as of Q1 2026.
Freestone Capital Holdings bought 800 Everpure Inc shares in Q1 2026, an estimated $54.2K.
Everpure Inc made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #344 holding.
Freestone Capital Holdings first reported a position in Everpure Inc in Q2 2022 and has held it in 11 quarters since.
Freestone Capital Holdings's Everpure Inc position peaked at $618K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.