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 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	-39,201	Closed	-$4.29M	–	404
2022 Q1	$4.29M	Buy	+39,201	New	+$408K	0.06%	140

Other funds holding ERIC

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return