Action Point Financial Planning’s Ericsson ERIC Stock Holding History

Action Point Financial Planning’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	$3.12K	Buy	+281	New	+$3.39K	﹤0.01%	2042

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Action Point Financial Planning's ERIC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ericsson (ERIC) in Q2 2026: 281 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #2042 among its holdings.

389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Action Point Financial Planning held 281 shares of Ericsson worth $3.12K as of Q2 2026.
Ericsson was a new Action Point Financial Planning position in Q2 2026.
Ericsson made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2042 holding.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.