Cornerstone Planning Group
P icon

Cornerstone Planning Group’s Everpure Inc P Stock Holding History

Cornerstone Planning Group’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 		– Sell
-67
Closed -$5K – 1298
2026
Q2 		$5K Buy
67
+12
+22% +$879 ﹤0.01% 1082
2026
Q1 		$4.1K Sell
55
-333
-86% -$22.6K ﹤0.01% 1138
2025
Q4 		$28.8K Buy
388
+375
+2,885% +$31.3K ﹤0.01% 489
2025
Q3 		$1.02K Sell
13
-17
-57% -$1.13K ﹤0.01% 1304
2025
Q2 		$1.68K Hold
30
– – ﹤0.01% 989
2025
Q1 		$1.28K Buy
+30
New +$1.81K ﹤0.01% 1080

Other funds holding P

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Cornerstone Planning Group's P Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Everpure Inc (P) in Q3 2026, closing a stake of 67 shares — an estimated $5K sold.

Cornerstone Planning Group first reported a position in P in Q1 2025 and held it in 6 quarters. The position peaked at $28.8K in Q4 2025. 206 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Everpure Inc position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 67 Everpure Inc shares in Q3 2026, an estimated $5K.
  • Cornerstone Planning Group first reported a position in Everpure Inc in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Everpure Inc position peaked at $28.8K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.