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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

United Capital Financial Advisors's P Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Everpure Inc (P) stake by 44% in Q1 2026, selling an estimated $759K and leaving 14,395 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #823.

United Capital Financial Advisors first reported a position in P in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

United Capital Financial Advisors held 14,395 shares of Everpure Inc worth $850K as of Q1 2026.
United Capital Financial Advisors sold 11,199 Everpure Inc shares in Q1 2026, an estimated $759K.
Everpure Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #823 holding.
United Capital Financial Advisors first reported a position in Everpure Inc in Q1 2024 and has held it in 8 quarters since.
United Capital Financial Advisors's Everpure Inc position peaked at $2.25M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.