Addison Advisors’s Ericsson ERIC Stock Holding History

Addison 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	–	Sell	-353	Closed	-$3.98K	–	792
2026 Q1	$3.98K	Hold	353	–	–	﹤0.01%	757
2025 Q4	$3.41K	Buy	353 +226	+178%	+$2.14K	﹤0.01%	740
2025 Q3	$1.05K	Hold	127	–	–	﹤0.01%	814
2025 Q2	$1.08K	Hold	127	–	–	﹤0.01%	812
2025 Q1	$986	Hold	127	–	–	﹤0.01%	780
2024 Q4	$1.02K	Hold	127	–	–	﹤0.01%	787
2024 Q3	$963	Sell	127 -75	-37%	-$525	﹤0.01%	775
2024 Q2	$1.25K	Hold	202	–	–	﹤0.01%	711
2024 Q1	$1.11K	Hold	202	–	–	﹤0.01%	643
2023 Q4	$1.27K	Hold	202	–	–	﹤0.01%	645
2023 Q3	$982	Hold	202	–	–	﹤0.01%	618
2023 Q2	$1.1K	Hold	202	–	–	﹤0.01%	575
2023 Q1	$1.18K	Hold	202	–	–	﹤0.01%	570
2022 Q4	$1.18K	Hold	202	–	–	﹤0.01%	598
2022 Q3	$1K	Hold	202	–	–	﹤0.01%	609
2022 Q2	$1K	Hold	202	–	–	﹤0.01%	597
2022 Q1	$2K	Hold	202	–	–	﹤0.01%	580
2021 Q4	$2K	Hold	202	–	–	﹤0.01%	527
2021 Q3	$2K	Hold	202	–	–	﹤0.01%	377
2021 Q2	$3K	Buy	+202	New	+$2.7K	﹤0.01%	354
2020 Q4	$2K	Buy	+202	New	+$2.37K	﹤0.01%	354

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

Addison Advisors's ERIC Position: Q2 2026 in Review

Addison Advisors sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 353 shares — an estimated $3.98K sold.

Addison Advisors first reported a position in ERIC in Q4 2020 and held it in 21 quarters. The position peaked at $3.98K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Addison Advisors reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 353 Ericsson shares in Q2 2026, an estimated $3.98K.
Addison Advisors first reported a position in Ericsson in Q4 2020 and held it in 21 quarters.
Addison Advisors's Ericsson position peaked at $3.98K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.