PA
P

Pinnacle Associates’s Everpure Inc P Stock Holding History

Pinnacle Associates’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 		$262K Buy
4,430
+375
+9% +$25.4K ﹤0.01% 839
2025
Q4 		$272K Sell
4,055
-205
-5% -$17.1K ﹤0.01% 820
2025
Q3 		$357K Sell
4,260
-700
-14% -$46.6K ﹤0.01% 709
2025
Q2 		$286K Buy
+4,960
New +$247K ﹤0.01% 746

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

Pinnacle Associates's P Position: Q1 2026 in Review

Pinnacle Associates increased its Everpure Inc (P) stake by 9.2% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,430 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Pinnacle Associates first reported a position in P in Q2 2025 and has held it in 4 quarters since. The position peaked at $357K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Pinnacle Associates held 4,430 shares of Everpure Inc worth $262K as of Q1 2026.
  • Pinnacle Associates bought 375 Everpure Inc shares in Q1 2026, an estimated $25.4K.
  • Everpure Inc made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #839 holding.
  • Pinnacle Associates first reported a position in Everpure Inc in Q2 2025 and has held it in 4 quarters since.
  • Pinnacle Associates's Everpure Inc position peaked at $357K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.