MA
P

Montag & Associates’s Everpure Inc P Stock Holding History

Montag & Associates’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 		$2.36K Hold
40
– – ﹤0.01% 835
2025
Q4 		$2.68K Sell
40
-58
-59% -$4.84K ﹤0.01% 846
2025
Q3 		$8.21K Buy
98
+58
+145% +$3.86K ﹤0.01% 781
2025
Q2 		$2.3K Hold
40
– – ﹤0.01% 844
2025
Q1 		$1.77K Buy
+40
New +$2.41K ﹤0.01% 903

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

Montag & Associates's P Position: Q1 2026 in Review

Montag & Associates held its Everpure Inc (P) position steady in Q1 2026 at 40 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Montag & Associates first reported a position in P in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.21K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Montag & Associates held 40 shares of Everpure Inc worth $2.36K as of Q1 2026.
  • Montag & Associates left its Everpure Inc share count unchanged in Q1 2026.
  • Everpure Inc made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #835 holding.
  • Montag & Associates first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
  • Montag & Associates's Everpure Inc position peaked at $8.21K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.