SPL
ERIC icon

Superior Planning, LLC’s Ericsson ERIC Stock Holding History

Superior Planning, LLC’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.45K Buy
+814
New +$8.22K ﹤0.01% 1049

Other funds holding ERIC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Superior Planning, LLC's ERIC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ericsson (ERIC) in Q3 2026: 814 shares worth $7.45K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings.

256 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Superior Planning, LLC held 814 shares of Ericsson worth $7.45K as of Q3 2026.
  • Ericsson was a new Superior Planning, LLC position in Q3 2026.
  • Ericsson made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1049 holding.
  • 256 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.