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
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 $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

Nelson Capital Management's P Position: Q1 2026 in Review

Nelson Capital Management increased its Everpure Inc (P) stake by 12% in Q1 2026, buying an estimated $52.8K and bringing the position to 7,065 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #88.

Nelson Capital Management first reported a position in P in Q3 2025 and has held it in 3 quarters since. The position peaked at $585K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Nelson Capital Management held 7,065 shares of Everpure Inc worth $417K as of Q1 2026.
  • Nelson Capital Management bought 779 Everpure Inc shares in Q1 2026, an estimated $52.8K.
  • Everpure Inc made up 0.05% of Nelson Capital Management's portfolio in Q1 2026, its #88 holding.
  • Nelson Capital Management first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • Nelson Capital Management's Everpure Inc position peaked at $585K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Nelson Capital Management's 13F filing for Q1 2026, filed 7 May 2026.