Corient Private Wealth
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Corient Private Wealth’s Energy Recovery ERII Stock Holding History

Corient Private Wealth’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 		$302K Buy
+33,464
New +$318K ﹤0.01% 2566

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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 $3.38T AUM 44.17% 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

Corient Private Wealth's ERII Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Energy Recovery (ERII) in Q2 2026: 33,464 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #2566 among its holdings.

199 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Corient Private Wealth held 33,464 shares of Energy Recovery worth $302K as of Q2 2026.
  • Energy Recovery was a new Corient Private Wealth position in Q2 2026.
  • Energy Recovery made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2566 holding.
  • 199 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.