SPIA
P

Steward Partners Investment Advisory’s Everpure Inc P Stock Holding History

Steward Partners Investment Advisory’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 		$400K Sell
6,775
-1,480
-18% -$100K ﹤0.01% 1634
2025
Q4 		$553K Buy
8,255
+898
+12% +$75K ﹤0.01% 1368
2025
Q3 		$617K Buy
7,357
+661
+10% +$44K ﹤0.01% 1272
2025
Q2 		$386K Buy
6,696
+7
+0.1% +$348 ﹤0.01% 1421
2025
Q1 		$296K Buy
6,689
+1,275
+24% +$76.9K ﹤0.01% 1453
2024
Q4 		$333K Buy
5,414
+932
+21% +$51.9K ﹤0.01% 1349
2024
Q3 		$225K Buy
4,482
+82
+2% +$4.63K ﹤0.01% 1475
2024
Q2 		$283K Buy
4,400
+725
+20% +$42K ﹤0.01% 1300
2024
Q1 		$191K Buy
3,675
+603
+20% +$26.9K ﹤0.01% 1459
2023
Q4 		$110K Hold
3,072
– – ﹤0.01% 1645
2023
Q3 		$109K Buy
3,072
+533
+21% +$19.8K ﹤0.01% 1533
2023
Q2 		$93.5K Buy
2,539
+312
+14% +$8.84K ﹤0.01% 1609
2023
Q1 		$56.8K Sell
2,227
-500
-18% -$13.5K ﹤0.01% 1818
2022
Q4 		$73K Sell
2,727
-294
-10% -$8.55K ﹤0.01% 1680
2022
Q3 		$83K Buy
3,021
+835
+38% +$23.6K ﹤0.01% 1567
2022
Q2 		$56K Buy
2,186
+1,200
+122% +$33.2K ﹤0.01% 1750
2022
Q1 		$35K Sell
986
-40,130
-98% -$1.17M ﹤0.01% 2103
2021
Q4 		$1.34M Buy
41,116
+38,336
+1,379% +$1.11M 0.02% 608
2021
Q3 		$70K Hold
2,780
– – ﹤0.01% 1715
2021
Q2 		$54K Buy
2,780
+1,780
+178% +$35K ﹤0.01% 3183
2021
Q1 		$21.5K Hold
1,000
– – ﹤0.01% 2439
2020
Q4 		$23K Hold
1,000
– – ﹤0.01% 2004
2020
Q3 		$15K Hold
1,000
– – ﹤0.01% 1983
2020
Q2 		$17K Sell
1,000
-600
-38% -$8.99K ﹤0.01% 1838
2020
Q1 		$19K Hold
1,600
– – ﹤0.01% 1631
2019
Q4 		$27K Hold
1,600
– – ﹤0.01% 1671
2019
Q3 		$27K Hold
1,600
– – ﹤0.01% 1620
2019
Q2 		$24K Buy
+1,600
New +$31.3K ﹤0.01% 1649
2018
Q4 		– Sell
-2,015
Closed -$52K – 1799
2018
Q3 		$52K Buy
2,015
+600
+42% +$14.9K ﹤0.01% 1182
2018
Q2 		$34K Buy
1,415
+415
+42% +$9.12K ﹤0.01% 1257
2018
Q1 		$19K Sell
1,000
-200
-17% -$3.92K ﹤0.01% 1352
2017
Q4 		$19K Buy
+1,200
New +$20K ﹤0.01% 1134

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Steward Partners Investment Advisory's P Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Everpure Inc (P) stake by 18% in Q1 2026, selling an estimated $100K and leaving 6,775 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Steward Partners Investment Advisory first reported a position in P in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.34M in Q4 2021. 765 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Steward Partners Investment Advisory held 6,775 shares of Everpure Inc worth $400K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,480 Everpure Inc shares in Q1 2026, an estimated $100K.
  • Everpure Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1634 holding.
  • Steward Partners Investment Advisory first reported a position in Everpure Inc in Q4 2017 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Everpure Inc position peaked at $1.34M in Q4 2021.
  • 765 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.