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Everhart Financial Group’s Campbell Soup CPB Stock Holding History

Everhart Financial Group’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,600
Closed -$236K – 486
2026
Q1 		$236K Buy
+10,600
New +$272K 0.02% 414
2025
Q4 		– Sell
-11,345
Closed -$358K – 423
2025
Q3 		$358K Sell
11,345
-540
-5% -$17.5K 0.04% 291
2025
Q2 		$364K Sell
11,885
-1,607
-12% -$56.5K 0.04% 271
2025
Q1 		$539K Buy
13,492
+5,312
+65% +$208K 0.07% 193
2024
Q4 		$343K Sell
8,180
-6,474
-44% -$293K 0.07% 244
2024
Q3 		$717K Buy
14,654
+2,660
+22% +$129K 0.16% 146
2024
Q2 		$542K Buy
11,994
+1,421
+13% +$63.3K 0.14% 153
2024
Q1 		$470K Buy
10,573
+3,889
+58% +$168K 0.14% 154
2023
Q4 		$289K Buy
+6,684
New +$275K 0.1% 186
2023
Q2 		– Sell
-4,013
Closed -$221K – 218
2023
Q1 		$221K Buy
4,013
+478
+14% +$25.4K 0.1% 184
2022
Q4 		$201K Buy
+3,535
New +$185K 0.1% 177

Other funds holding CPB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Everhart Financial Group's CPB Position: Q2 2026 in Review

Everhart Financial Group sold out of Campbell Soup (CPB) in Q2 2026, closing a stake of 10,600 shares — an estimated $236K sold.

Everhart Financial Group first reported a position in CPB in Q4 2022 and held it in 11 quarters. The position peaked at $717K in Q3 2024. 619 funds tracked by Wall St. Rank hold CPB as of Q2 2026.

  • Everhart Financial Group reported no remaining Campbell Soup position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 10,600 Campbell Soup shares in Q2 2026, an estimated $236K.
  • Everhart Financial Group first reported a position in Campbell Soup in Q4 2022 and held it in 11 quarters.
  • Everhart Financial Group's Campbell Soup position peaked at $717K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.