United Capital Financial Advisors’s Everpure Inc P Stock Holding History

United Capital Financial 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 Q2	$1.09M	Sell	13,846 -549	-4%	-$40.2K	0.01%	769
2026 Q1	$850K	Sell	14,395 -11,199	-44%	-$759K	0.01%	823
2025 Q4	$1.72M	Sell	25,594 -1,311	-5%	-$110K	0.01%	571
2025 Q3	$2.25M	Buy	26,905 +21,612	+408%	+$1.44M	0.02%	443
2025 Q2	$305K	Buy	+5,293	New	+$263K	﹤0.01%	917
2025 Q1	–	Sell	-4,021	Closed	-$247K	–	1103
2024 Q4	$247K	Sell	4,021 -126	-3%	-$7.02K	﹤0.01%	949
2024 Q3	$208K	Sell	4,147 -252	-6%	-$14.2K	﹤0.01%	1000
2024 Q2	$282K	Sell	4,399 -490	-10%	-$28.4K	﹤0.01%	876
2024 Q1	$254K	Buy	+4,889	New	+$218K	﹤0.01%	931

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

United Capital Financial Advisors's P Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Everpure Inc (P) stake by 3.8% in Q2 2026, selling an estimated $40.2K and leaving 13,846 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #769.

United Capital Financial Advisors first reported a position in P in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q3 2025. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

United Capital Financial Advisors held 13,846 shares of Everpure Inc worth $1.09M as of Q2 2026.
United Capital Financial Advisors sold 549 Everpure Inc shares in Q2 2026, an estimated $40.2K.
Everpure Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #769 holding.
United Capital Financial Advisors first reported a position in Everpure Inc in Q1 2024 and has held it in 9 quarters since.
United Capital Financial Advisors's Everpure Inc position peaked at $2.25M in Q3 2025.
817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.