Newbridge Financial Services Group’s Everpure Inc P Stock Holding History

Newbridge Financial Services Group’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	$75.1K	Buy	1,272 +80	+7%	+$5.42K	0.01%	354
2025 Q4	$79.9K	Sell	1,192 -423	-26%	-$35.3K	0.01%	346
2025 Q3	$135K	Sell	1,615 -12	-0.7%	-$798	0.02%	348
2025 Q2	$93.7K	Buy	1,627 +460	+39%	+$22.9K	0.02%	392
2025 Q1	$51.7K	Hold	1,167	–	–	0.01%	366
2024 Q4	$71.7K	Buy	1,167 +1,145	+5,205%	+$63.8K	0.02%	327
2024 Q3	$1.1K	Sell	22 -20	-48%	-$1.13K	﹤0.01%	590
2024 Q2	$2.7K	Buy	42 +22	+110%	+$1.27K	﹤0.01%	924
2024 Q1	$1.04K	Buy	+20	New	+$893	﹤0.01%	1042
2022 Q1	–	Sell	-785	Closed	-$26K	–	1532
2021 Q4	$26K	Sell	785 -300	-28%	-$8.71K	0.01%	644
2021 Q3	$27K	Hold	1,085	–	–	0.02%	583
2021 Q2	$21K	Hold	1,085	–	–	0.01%	767
2021 Q1	$23K	Buy	+1,085	New	+$25.8K	0.02%	658

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

Newbridge Financial Services Group's P Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Everpure Inc (P) stake by 6.7% in Q1 2026, buying an estimated $5.42K and bringing the position to 1,272 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #354.

Newbridge Financial Services Group first reported a position in P in Q1 2021 and has held it in 13 quarters since. The position peaked at $135K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Newbridge Financial Services Group held 1,272 shares of Everpure Inc worth $75.1K as of Q1 2026.
Newbridge Financial Services Group bought 80 Everpure Inc shares in Q1 2026, an estimated $5.42K.
Everpure Inc made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #354 holding.
Newbridge Financial Services Group first reported a position in Everpure Inc in Q1 2021 and has held it in 13 quarters since.
Newbridge Financial Services Group's Everpure Inc position peaked at $135K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.