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Basecamp Wealth Advisors’s Energy Recovery ERII Stock Holding History

Basecamp Wealth Advisors’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 		$13.8K Hold
1,527
– – ﹤0.01% 930
2026
Q1 		$15.4K Sell
1,527
-53
-3% -$694 ﹤0.01% 900
2025
Q4 		$21.3K Buy
+1,580
New +$24K ﹤0.01% 774

Other funds holding ERII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Basecamp Wealth Advisors's ERII Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Energy Recovery (ERII) position steady in Q2 2026 at 1,527 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Basecamp Wealth Advisors first reported a position in ERII in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.3K in Q4 2025. 200 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Basecamp Wealth Advisors held 1,527 shares of Energy Recovery worth $13.8K as of Q2 2026.
  • Basecamp Wealth Advisors left its Energy Recovery share count unchanged in Q2 2026.
  • Energy Recovery made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #930 holding.
  • Basecamp Wealth Advisors first reported a position in Energy Recovery in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Energy Recovery position peaked at $21.3K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.