EWA
PCYO icon

EverSource Wealth Advisors’s Pure Cycle PCYO Stock Holding History

EverSource Wealth Advisors’s Portfolio PCYO Stock Details PCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$920 Buy
86
+20
+30% +$219 ﹤0.01% 3996
2026
Q1 		$663 Buy
66
+41
+164% +$444 ﹤0.01% 3989
2025
Q4 		$275 Buy
25
+2
+9% +$22 ﹤0.01% 3986
2025
Q3 		$255 Buy
23
+22
+2,200% +$230 ﹤0.01% 4066
2025
Q2 		$11 Buy
+1
New +$10 ﹤0.01% 4229

Other funds holding PCYO

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GIA
Gem Investment Advisors Teaneck, New Jersey $163M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's PCYO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Pure Cycle (PCYO) stake by 30% in Q2 2026, buying an estimated $219 and bringing the position to 86 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #3996.

EverSource Wealth Advisors first reported a position in PCYO in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold PCYO as of Q2 2026.

  • EverSource Wealth Advisors held 86 shares of Pure Cycle worth $920 as of Q2 2026.
  • EverSource Wealth Advisors bought 20 Pure Cycle shares in Q2 2026, an estimated $219.
  • Pure Cycle made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3996 holding.
  • EverSource Wealth Advisors first reported a position in Pure Cycle in Q2 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Pure Cycle as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.