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 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

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 $3.37T AUM 44.26% 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

Cornerstone Advisory's P Position: Q2 2026 in Review

Cornerstone Advisory held its Everpure Inc (P) position steady in Q2 2026 at 4,040 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #213.

Cornerstone Advisory first reported a position in P in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.57M in Q1 2022. 815 funds tracked by Wall St. Rank hold P as of Q2 2026.

Cornerstone Advisory held 4,040 shares of Everpure Inc worth $318K as of Q2 2026.
Cornerstone Advisory left its Everpure Inc share count unchanged in Q2 2026.
Everpure Inc made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #213 holding.
Cornerstone Advisory first reported a position in Everpure Inc in Q3 2021 and has held it in 20 quarters since.
Cornerstone Advisory's Everpure Inc position peaked at $1.57M in Q1 2022.
815 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.