SPC
P

Sigma Planning Corp’s Everpure Inc P Stock Holding History

Sigma Planning Corp’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 		$375K Sell
6,348
-200
-3% -$13.5K 0.01% 962
2025
Q4 		$439K Buy
6,548
+372
+6% +$31.1K 0.01% 845
2025
Q3 		$518K Sell
6,176
-59
-0.9% -$3.92K 0.01% 799
2025
Q2 		$359K Sell
6,235
-923
-13% -$45.9K 0.01% 924
2025
Q1 		$317K Buy
7,158
+263
+4% +$15.9K 0.01% 928
2024
Q4 		$424K Sell
6,895
-136
-2% -$7.57K 0.01% 801
2024
Q3 		$353K Buy
7,031
+1,847
+36% +$104K 0.01% 885
2024
Q2 		$333K Sell
5,184
-1,057
-17% -$61.2K 0.01% 881
2024
Q1 		$324K Buy
+6,241
New +$279K 0.01% 922
2023
Q3 		– Sell
-5,664
Closed -$209K – 1284
2023
Q2 		$209K Buy
+5,664
New +$160K 0.01% 1082
2022
Q4 		– Sell
-7,398
Closed -$202K – 1323
2022
Q3 		$202K Sell
7,398
-4,700
-39% -$133K 0.01% 1122
2022
Q2 		$311K Sell
12,098
-595
-5% -$16.5K 0.01% 973
2022
Q1 		$448K Sell
12,693
-7,924
-38% -$231K 0.01% 883
2021
Q4 		$671K Buy
+20,617
New +$598K 0.02% 712

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

Sigma Planning Corp's P Position: Q1 2026 in Review

Sigma Planning Corp reduced its Everpure Inc (P) stake by 3.1% in Q1 2026, selling an estimated $13.5K and leaving 6,348 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #962.

Sigma Planning Corp first reported a position in P in Q4 2021 and has held it in 14 quarters since. The position peaked at $671K in Q4 2021. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Sigma Planning Corp held 6,348 shares of Everpure Inc worth $375K as of Q1 2026.
  • Sigma Planning Corp sold 200 Everpure Inc shares in Q1 2026, an estimated $13.5K.
  • Everpure Inc made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #962 holding.
  • Sigma Planning Corp first reported a position in Everpure Inc in Q4 2021 and has held it in 14 quarters since.
  • Sigma Planning Corp's Everpure Inc position peaked at $671K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.