New England Capital Financial Advisors’s Everpure Inc P Stock Holding History

New England Capital Financial Advisors’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	$7.88K	Hold	100	–	–	﹤0.01%	286
2026 Q1	$5.9K	Hold	100	–	–	﹤0.01%	298
2025 Q4	$6.7K	Hold	100	–	–	﹤0.01%	295
2025 Q3	$8.38K	Hold	100	–	–	﹤0.01%	278
2025 Q2	$5.76K	Hold	100	–	–	﹤0.01%	295
2025 Q1	$4.43K	Hold	100	–	–	﹤0.01%	281
2024 Q4	$6.14K	Hold	100	–	–	﹤0.01%	263
2024 Q3	$5.02K	Hold	100	–	–	﹤0.01%	273
2024 Q2	$6.42K	Hold	100	–	–	﹤0.01%	253
2024 Q1	$5.2K	Hold	100	–	–	﹤0.01%	264
2023 Q4	$3.57K	Hold	100	–	–	﹤0.01%	296
2023 Q3	$3.56K	Hold	100	–	–	﹤0.01%	288
2023 Q2	$3.68K	Hold	100	–	–	﹤0.01%	284
2023 Q1	$2.55K	Hold	100	–	–	﹤0.01%	330
2022 Q4	$2.6K	Buy	+100	New	+$2.91K	﹤0.01%	328

Other funds holding P

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

New England Capital Financial Advisors's P Position: Q2 2026 in Review

New England Capital Financial Advisors held its Everpure Inc (P) position steady in Q2 2026 at 100 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

New England Capital Financial Advisors first reported a position in P in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.38K in Q3 2025. 540 funds tracked by Wall St. Rank hold P as of Q2 2026.

New England Capital Financial Advisors held 100 shares of Everpure Inc worth $7.88K as of Q2 2026.
New England Capital Financial Advisors left its Everpure Inc share count unchanged in Q2 2026.
Everpure Inc made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #286 holding.
New England Capital Financial Advisors first reported a position in Everpure Inc in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Everpure Inc position peaked at $8.38K in Q3 2025.
540 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.