Needham Investment Management’s Everpure Inc P Stock Holding History

Needham 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	-5,000	Closed	-$335K	–	182
2025 Q4	$335K	Sell	5,000 -5,000	-50%	-$418K	0.02%	157
2025 Q3	$838K	Hold	10,000	–	–	0.06%	137
2025 Q2	$576K	Sell	10,000 -10,000	-50%	-$498K	0.05%	139
2025 Q1	$885K	Buy	+20,000	New	+$1.21M	0.08%	131
2024 Q3	–	Sell	-10,000	Closed	-$642K	–	149
2024 Q2	$642K	Sell	10,000 -50,000	-83%	-$2.89M	0.05%	131
2024 Q1	$3.12M	Sell	60,000 -20,000	-25%	-$893K	0.29%	83
2023 Q4	$2.85M	Buy	+80,000	New	+$2.81M	0.36%	74
2023 Q2	–	Sell	-60,000	Closed	-$1.53M	–	125
2023 Q1	$1.53M	Buy	+60,000	New	+$1.62M	0.26%	78
2020 Q3	–	Sell	-350,000	Closed	-$6.07M	–	110
2020 Q2	$6.07M	Buy	350,000 +132,500	+61%	+$1.99M	1.3%	30
2020 Q1	$2.67M	Buy	217,500 +140,000	+181%	+$2.27M	0.76%	45
2019 Q4	$1.33M	Buy	+77,500	New	+$1.37M	0.36%	52
2018 Q2	–	Sell	-120,000	Closed	-$2.39M	–	97
2018 Q1	$2.39M	Sell	120,000 -154,000	-56%	-$3.02M	0.68%	45
2017 Q4	$4.34M	Sell	274,000 -81,000	-23%	-$1.35M	1.16%	28
2017 Q3	$5.68M	Hold	355,000	–	–	1.44%	24
2017 Q2	$4.55M	Sell	355,000 -40,000	-10%	-$466K	1.21%	27
2017 Q1	$3.88M	Buy	395,000 +287,500	+267%	+$3.18M	1%	34
2016 Q4	$1.22M	Buy	107,500 +82,500	+330%	+$1.07M	0.31%	60
2016 Q3	$339K	Buy	+25,000	New	+$312K	0.09%	80

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

Needham Investment Management's P Position: Q1 2026 in Review

Needham Investment Management sold out of Everpure Inc (P) in Q1 2026, closing a stake of 5,000 shares — an estimated $335K sold.

Needham Investment Management first reported a position in P in Q3 2016 and held it in 18 quarters. The position peaked at $6.07M in Q2 2020. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Needham Investment Management reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
Needham Investment Management sold 5,000 Everpure Inc shares in Q1 2026, an estimated $335K.
Needham Investment Management first reported a position in Everpure Inc in Q3 2016 and held it in 18 quarters.
Needham Investment Management's Everpure Inc position peaked at $6.07M in Q2 2020.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.