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 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

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

Cornerstone Advisory's P Position: Q1 2026 in Review

Cornerstone Advisory reduced its Everpure Inc (P) stake by 0.12% in Q1 2026, selling an estimated $339 and leaving 4,040 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #232.

Cornerstone Advisory first reported a position in P in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2022. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Cornerstone Advisory held 4,040 shares of Everpure Inc worth $239K as of Q1 2026.
Cornerstone Advisory sold 5 Everpure Inc shares in Q1 2026, an estimated $339.
Everpure Inc made up 0.02% of Cornerstone Advisory's portfolio in Q1 2026, its #232 holding.
Cornerstone Advisory first reported a position in Everpure Inc in Q3 2021 and has held it in 19 quarters since.
Cornerstone Advisory's Everpure Inc position peaked at $1.57M in Q1 2022.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.