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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
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

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aaron Wealth Advisors's ERIC Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Ericsson (ERIC) stake by 6.7% in Q2 2026, selling an estimated $33.3K and leaving 38,724 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #466.

Aaron Wealth Advisors first reported a position in ERIC in Q1 2022 and has held it in 9 quarters since. The position peaked at $468K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Aaron Wealth Advisors held 38,724 shares of Ericsson worth $432K as of Q2 2026.
  • Aaron Wealth Advisors sold 2,759 Ericsson shares in Q2 2026, an estimated $33.3K.
  • Ericsson made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #466 holding.
  • Aaron Wealth Advisors first reported a position in Ericsson in Q1 2022 and has held it in 9 quarters since.
  • Aaron Wealth Advisors's Ericsson position peaked at $468K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.