EI
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Ethic Inc’s Energy Recovery ERII Stock Holding History

Ethic Inc’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 		$127K Buy
+14,057
New +$134K ﹤0.01% 1313

Other funds holding ERII

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Ethic Inc's ERII Position: Q2 2026 in Review

Ethic Inc opened a new position in Energy Recovery (ERII) in Q2 2026: 14,057 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings.

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

  • Ethic Inc held 14,057 shares of Energy Recovery worth $127K as of Q2 2026.
  • Energy Recovery was a new Ethic Inc position in Q2 2026.
  • Energy Recovery made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1313 holding.
  • 39 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.