Polen Capital Management
P

Polen Capital Management’s Everpure Inc P Stock Holding History

Polen 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 		$302K Buy
+3,828
New +$281K ﹤0.01% 206
2025
Q4 		– Sell
-5,963
Closed -$500K – 276
2025
Q3 		$500K Buy
+5,963
New +$397K ﹤0.01% 189
2025
Q2 		– Sell
-9,597
Closed -$425K – 262
2025
Q1 		$425K Sell
9,597
-1,046
-10% -$63.1K ﹤0.01% 107
2024
Q4 		$654K Buy
+10,643
New +$593K ﹤0.01% 116

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 $3.37T AUM 44.26% 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

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

Polen Capital Management opened a new position in Everpure Inc (P) in Q2 2026: 3,828 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Polen Capital Management previously reported a position in P as recently as Q3 2025.

Polen Capital Management first reported a position in P in Q4 2024 and has held it in 4 quarters since. The position peaked at $654K in Q4 2024. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Polen Capital Management held 3,828 shares of Everpure Inc worth $302K as of Q2 2026.
  • Everpure Inc was a new Polen Capital Management position in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #206 holding.
  • Polen Capital Management first reported a position in Everpure Inc in Q4 2024 and has held it in 4 quarters since.
  • Polen Capital Management's Everpure Inc position peaked at $654K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.