Rothwell Investment Advisors, LLC’s Ericsson ERIC Stock Holding History

Rothwell Investment Advisors, 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	$38.5K	Buy	+4,212	New	+$42.5K	0.02%	471

Other funds holding ERIC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Azzad Asset Management Falls Church, Virginia $1.11B AUM 30.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ERIC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Ericsson (ERIC) in Q3 2026: 4,212 shares worth $38.5K. The stake represents 0.02% of the portfolio and ranks #471 among its holdings.

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

Rothwell Investment Advisors, LLC held 4,212 shares of Ericsson worth $38.5K as of Q3 2026.
Ericsson was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Ericsson made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #471 holding.
181 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.