KAS
P

Kestra Advisory Services’s Everpure Inc P Stock Holding History

Kestra Advisory Services’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 		$1.25M Sell
21,126
-7,993
-27% -$541K ﹤0.01% 1576
2025
Q4 		$1.95M Buy
29,119
+5,143
+21% +$430K 0.01% 1217
2025
Q3 		$2.01M Sell
23,976
-5,346
-18% -$356K 0.01% 1145
2025
Q2 		$1.69M Buy
29,322
+895
+3% +$44.5K 0.01% 1171
2025
Q1 		$1.26M Buy
28,427
+6,527
+30% +$394K 0.01% 1247
2024
Q4 		$1.35M Buy
21,900
+1,486
+7% +$82.8K 0.01% 1223
2024
Q3 		$1.03M Sell
20,414
-5,319
-21% -$301K 0.01% 1314
2024
Q2 		$1.65M Buy
25,733
+7,556
+42% +$437K 0.01% 1064
2024
Q1 		$945K Buy
18,177
+1,734
+11% +$77.4K 0.01% 1278
2023
Q4 		$586K Buy
16,443
+974
+6% +$34.2K ﹤0.01% 1424
2023
Q3 		$551K Buy
15,469
+4,669
+43% +$173K 0.01% 1321
2023
Q2 		$398K Buy
10,800
+247
+2% +$7K ﹤0.01% 1439
2023
Q1 		$269K Buy
10,553
+1,006
+11% +$27.1K ﹤0.01% 1642
2022
Q4 		$255K Buy
9,547
+1,695
+22% +$49.3K ﹤0.01% 1854
2022
Q3 		$215K Buy
+7,852
New +$222K ﹤0.01% 1829

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

Kestra Advisory Services's P Position: Q1 2026 in Review

Kestra Advisory Services reduced its Everpure Inc (P) stake by 27% in Q1 2026, selling an estimated $541K and leaving 21,126 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Kestra Advisory Services first reported a position in P in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Kestra Advisory Services held 21,126 shares of Everpure Inc worth $1.25M as of Q1 2026.
  • Kestra Advisory Services sold 7,993 Everpure Inc shares in Q1 2026, an estimated $541K.
  • Everpure Inc made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1576 holding.
  • Kestra Advisory Services first reported a position in Everpure Inc in Q3 2022 and has held it in 15 quarters since.
  • Kestra Advisory Services's Everpure Inc position peaked at $2.01M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.