Cornerstone Advisory’s Everpure Inc P Stock Holding History

Cornerstone 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 Q3	$402K	Sell	3,076 -964	-24%	-$90.8K	0.03%	192
2026 Q2	$318K	Hold	4,040	–	–	0.03%	213
2026 Q1	$239K	Sell	4,040 -5	-0.1%	-$339	0.02%	232
2025 Q4	$271K	Sell	4,045 -510	-11%	-$42.6K	0.03%	214
2025 Q3	$382K	Sell	4,555 -1,945	-30%	-$129K	0.04%	169
2025 Q2	$374K	Hold	6,500	–	–	0.04%	167
2025 Q1	$309K	Hold	6,500	–	–	0.04%	178
2024 Q4	$441K	Hold	6,500	–	–	0.05%	153
2024 Q3	$327K	Sell	6,500 -340	-5%	-$19.2K	0.04%	172
2024 Q2	$439K	Sell	6,840 -2,360	-26%	-$137K	0.06%	135
2024 Q1	$478K	Sell	9,200 -4,800	-34%	-$214K	0.07%	143
2023 Q4	$499K	Hold	14,000	–	–	0.08%	139
2023 Q3	$499K	Sell	14,000 -4,000	-22%	-$148K	0.09%	127
2023 Q2	$663K	Sell	18,000 -4,603	-20%	-$130K	0.12%	112
2023 Q1	$577K	Buy	22,603 +53	+0.2%	+$1.43K	0.1%	120
2022 Q4	$603K	Buy	22,550 +550	+3%	+$16K	0.12%	114
2022 Q3	$602K	Hold	22,000	–	–	0.13%	102
2022 Q2	$566K	Sell	22,000 -22,510	-51%	-$623K	0.13%	107
2022 Q1	$1.57M	Hold	44,510	–	–	0.24%	71
2021 Q4	$1.45M	Sell	44,510 -9,000	-17%	-$261K	0.21%	80
2021 Q3	$1.35M	Buy	+53,510	New	+$1.18M	0.22%	80

Other funds holding P

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Cornerstone Advisory's P Position: Q3 2026 in Review

Cornerstone Advisory reduced its Everpure Inc (P) stake by 24% in Q3 2026, selling an estimated $90.8K and leaving 3,076 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #192.

Cornerstone Advisory first reported a position in P in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.57M in Q1 2022. 479 funds tracked by Wall St. Rank hold P as of Q3 2026.

Cornerstone Advisory held 3,076 shares of Everpure Inc worth $402K as of Q3 2026.
Cornerstone Advisory sold 964 Everpure Inc shares in Q3 2026, an estimated $90.8K.
Everpure Inc made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #192 holding.
Cornerstone Advisory first reported a position in Everpure Inc in Q3 2021 and has held it in 21 quarters since.
Cornerstone Advisory's Everpure Inc position peaked at $1.57M in Q1 2022.
479 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.