KIM
P

Kestra Investment Management’s Everpure Inc P Stock Holding History

Kestra Investment Management’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
-18,046
Closed -$1.21M – 498
2025
Q4 		$1.21M Buy
18,046
+275
+2% +$23K 0.03% 183
2025
Q3 		$1.49M Buy
17,771
+5,596
+46% +$372K 0.04% 155
2025
Q2 		$700K Buy
12,175
+12,126
+24,747% +$603K 0.01% 330
2025
Q1 		$2.17K Sell
49
-7,099
-99% -$428K ﹤0.01% 760
2024
Q4 		$439K Buy
7,148
+2,636
+58% +$147K 0.02% 250
2024
Q3 		$227K Buy
+4,512
New +$255K 0.01% 306

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 Investment Management's P Position: Q1 2026 in Review

Kestra Investment Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 18,046 shares — an estimated $1.21M sold.

Kestra Investment Management first reported a position in P in Q3 2024 and held it in 6 quarters. The position peaked at $1.49M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Kestra Investment Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 18,046 Everpure Inc shares in Q1 2026, an estimated $1.21M.
  • Kestra Investment Management first reported a position in Everpure Inc in Q3 2024 and held it in 6 quarters.
  • Kestra Investment Management's Everpure Inc position peaked at $1.49M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.