SIG
P

Sargent Investment Group’s Everpure Inc P Stock Holding History

Sargent Investment 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 		$1.01M Buy
17,111
+1,084
+7% +$73.4K 0.13% 111
2025
Q4 		$1.07M Buy
16,027
+59
+0.4% +$4.93K 0.13% 111
2025
Q3 		$1.34M Buy
15,968
+1,171
+8% +$77.9K 0.19% 84
2025
Q2 		$850K Buy
14,797
+4,463
+43% +$222K 0.11% 114
2025
Q1 		$457K Buy
10,334
+1,567
+18% +$94.5K 0.07% 151
2024
Q4 		$549K Buy
+8,767
New +$488K 0.09% 126

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

Sargent Investment Group's P Position: Q1 2026 in Review

Sargent Investment Group increased its Everpure Inc (P) stake by 6.8% in Q1 2026, buying an estimated $73.4K and bringing the position to 17,111 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #111.

Sargent Investment Group first reported a position in P in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Sargent Investment Group held 17,111 shares of Everpure Inc worth $1.01M as of Q1 2026.
  • Sargent Investment Group bought 1,084 Everpure Inc shares in Q1 2026, an estimated $73.4K.
  • Everpure Inc made up 0.13% of Sargent Investment Group's portfolio in Q1 2026, its #111 holding.
  • Sargent Investment Group first reported a position in Everpure Inc in Q4 2024 and has held it in 6 quarters since.
  • Sargent Investment Group's Everpure Inc position peaked at $1.34M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.