TCA
P

Transcend Capital Advisors’s Everpure Inc P Stock Holding History

Transcend Capital Advisors’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 		– Sell
-3,334
Closed -$223K – 771
2025
Q4 		$223K Buy
3,334
+207
+7% +$17.3K 0.02% 625
2025
Q3 		$262K Buy
+3,127
New +$208K 0.02% 582

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

Transcend Capital Advisors's P Position: Q1 2026 in Review

Transcend Capital Advisors sold out of Everpure Inc (P) in Q1 2026, closing a stake of 3,334 shares — an estimated $223K sold.

Transcend Capital Advisors first reported a position in P in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Transcend Capital Advisors reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 3,334 Everpure Inc shares in Q1 2026, an estimated $223K.
  • Transcend Capital Advisors first reported a position in Everpure Inc in Q3 2025 and held it in 2 quarters.
  • Transcend Capital Advisors's Everpure Inc position peaked at $262K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.