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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Polen Capital Management's P Position: Q4 2025 in Review

Polen Capital Management sold out of Everpure Inc (P) in Q4 2025, closing a stake of 5,963 shares — an estimated $500K sold.

Polen Capital Management first reported a position in P in Q4 2024 and held it in 3 quarters. The position peaked at $654K in Q4 2024. 788 funds tracked by Wall St. Rank hold P as of Q4 2025.

  • Polen Capital Management reported no remaining Everpure Inc position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 5,963 Everpure Inc shares in Q4 2025, an estimated $500K.
  • Polen Capital Management first reported a position in Everpure Inc in Q4 2024 and held it in 3 quarters.
  • Polen Capital Management's Everpure Inc position peaked at $654K in Q4 2024.
  • 788 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.