NCM
P

Nelson Capital Management’s Everpure Inc P Stock Holding History

Nelson Capital 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
Q2 		$557K Hold
7,065
– – 0.06% 82
2026
Q1 		$417K Buy
7,065
+779
+12% +$52.8K 0.05% 88
2025
Q4 		$421K Sell
6,286
-700
-10% -$58.5K 0.05% 89
2025
Q3 		$585K Buy
+6,986
New +$465K 0.07% 78

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nelson Capital Management's P Position: Q2 2026 in Review

Nelson Capital Management held its Everpure Inc (P) position steady in Q2 2026 at 7,065 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #82.

Nelson Capital Management first reported a position in P in Q3 2025 and has held it in 4 quarters since. The position peaked at $585K in Q3 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Nelson Capital Management held 7,065 shares of Everpure Inc worth $557K as of Q2 2026.
  • Nelson Capital Management left its Everpure Inc share count unchanged in Q2 2026.
  • Everpure Inc made up 0.06% of Nelson Capital Management's portfolio in Q2 2026, its #82 holding.
  • Nelson Capital Management first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • Nelson Capital Management's Everpure Inc position peaked at $585K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.