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 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 $32.4B AUM 17.21% 1-Year Est. Return

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

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

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

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

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

Addison Advisors's ERIC Position: Q1 2026 in Review

Addison Advisors held its Ericsson (ERIC) position steady in Q1 2026 at 353 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Addison Advisors first reported a position in ERIC in Q4 2020 and has held it in 21 quarters since. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Addison Advisors held 353 shares of Ericsson worth $3.98K as of Q1 2026.
Addison Advisors left its Ericsson share count unchanged in Q1 2026.
Ericsson made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #757 holding.
Addison Advisors first reported a position in Ericsson in Q4 2020 and has held it in 21 quarters since.
372 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.