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Avanza Fonder’s Energy Recovery ERII Stock Holding History

Avanza Fonder’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.3K Sell
3,137
-2,420
-44% -$23K ﹤0.01% 456
2026
Q1 		$56K Hold
5,557
– – ﹤0.01% 475
2025
Q4 		$75K Sell
5,557
-1,717
-24% -$26K ﹤0.01% 482
2025
Q3 		$112K Hold
7,274
– – ﹤0.01% 408
2025
Q2 		$93K Hold
7,274
– – ﹤0.01% 414
2025
Q1 		$116K Hold
7,274
– – ﹤0.01% 428
2024
Q4 		$107K Buy
+7,274
New +$124K ﹤0.01% 421

Other funds holding ERII

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Avanza Fonder's ERII Position: Q2 2026 in Review

Avanza Fonder reduced its Energy Recovery (ERII) stake by 44% in Q2 2026, selling an estimated $23K and leaving 3,137 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Avanza Fonder first reported a position in ERII in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q1 2025. 36 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Avanza Fonder held 3,137 shares of Energy Recovery worth $28.3K as of Q2 2026.
  • Avanza Fonder sold 2,420 Energy Recovery shares in Q2 2026, an estimated $23K.
  • Energy Recovery made up ﹤0.01% of Avanza Fonder's portfolio in Q2 2026, its #456 holding.
  • Avanza Fonder first reported a position in Energy Recovery in Q4 2024 and has held it in 7 quarters since.
  • Avanza Fonder's Energy Recovery position peaked at $116K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.