CPG
P

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
Q1 		$4.11K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cornerstone Planning Group's P Position: Q1 2026 in Review

Cornerstone Planning Group reduced its Everpure Inc (P) stake by 86% in Q1 2026, selling an estimated $22.6K and leaving 55 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Cornerstone Planning Group first reported a position in P in Q1 2025 and has held it in 5 quarters since. The position peaked at $28.8K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Cornerstone Planning Group held 55 shares of Everpure Inc worth $4.11K as of Q1 2026.
  • Cornerstone Planning Group sold 333 Everpure Inc shares in Q1 2026, an estimated $22.6K.
  • Everpure Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1138 holding.
  • Cornerstone Planning Group first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Everpure Inc position peaked at $28.8K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.