Aaron Wealth Advisors
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Aaron Wealth Advisors’s Ericsson ERIC Stock Holding History

Aaron Wealth Advisors’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 		$358K Buy
39,087
+363
+0.9% +$3.67K 0.02% 528
2026
Q2 		$432K Sell
38,724
-2,759
-7% -$33.3K 0.02% 466
2026
Q1 		$468K Buy
41,483
+7,990
+24% +$86.5K 0.03% 407
2025
Q4 		$323K Buy
33,493
+5,266
+19% +$49.9K 0.02% 548
2025
Q3 		$233K Sell
28,227
-4,187
-13% -$32.8K 0.01% 588
2025
Q2 		$275K Buy
32,414
+2,292
+8% +$18.8K 0.03% 382
2025
Q1 		$234K Buy
30,122
+1,777
+6% +$14.3K 0.03% 402
2024
Q4 		$228K Buy
28,345
+2,172
+8% +$17.7K 0.03% 402
2024
Q3 		$198K Buy
+26,173
New +$183K 0.02% 416
2022
Q2 		– Sell
-4,289
Closed -$39.2K – 404
2022
Q1 		$39.2K Buy
+4,289
New +$44.7K 0.01% 485

Other funds holding ERIC

Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Aaron Wealth Advisors's ERIC Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Ericsson (ERIC) stake by 0.94% in Q3 2026, buying an estimated $3.67K and bringing the position to 39,087 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #528.

Aaron Wealth Advisors first reported a position in ERIC in Q1 2022 and has held it in 10 quarters since. The position peaked at $468K in Q1 2026. 78 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Aaron Wealth Advisors held 39,087 shares of Ericsson worth $358K as of Q3 2026.
  • Aaron Wealth Advisors bought 363 Ericsson shares in Q3 2026, an estimated $3.67K.
  • Ericsson made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #528 holding.
  • Aaron Wealth Advisors first reported a position in Ericsson in Q1 2022 and has held it in 10 quarters since.
  • Aaron Wealth Advisors's Ericsson position peaked at $468K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.