Advisornet Financial’s Ericsson ERIC Stock Holding History

Advisornet Financial’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	$6.69K	Buy	+600	New	+$7.23K	﹤0.01%	1698
2024 Q1	–	Sell	-1,000	Closed	-$6.3K	–	2185
2023 Q4	$6.3K	Buy	+1,000	New	+$5.07K	﹤0.01%	1438
2023 Q3	–	Sell	-1,537	Closed	-$8.38K	–	2327
2023 Q2	$8.38K	Sell	1,537 -72	-4%	-$386	﹤0.01%	1371
2023 Q1	$9.41K	Sell	1,609 -504	-24%	-$2.88K	﹤0.01%	1320
2022 Q4	$12.3K	Buy	2,113 +125	+6%	+$751	﹤0.01%	1231
2022 Q3	$11K	Sell	1,988 -1,257	-39%	-$9.01K	﹤0.01%	1303
2022 Q2	$24K	Buy	3,245 +894	+38%	+$7.3K	﹤0.01%	1069
2022 Q1	$21K	Hold	2,351	–	–	﹤0.01%	1227
2021 Q4	$26K	Buy	+2,351	New	+$25.7K	﹤0.01%	1222
2020 Q4	–	Sell	-100	Closed	-$1K	–	1713
2020 Q3	$1K	Buy	+100	New	+$1.1K	﹤0.01%	1628
2019 Q4	–	Sell	-1,500	Closed	-$12K	–	1887
2019 Q3	$12K	Buy	+1,500	New	+$12.8K	﹤0.01%	1321
2019 Q2	–	Sell	-500	Closed	-$5K	–	1715
2019 Q1	$5K	Buy	+500	New	+$4.52K	﹤0.01%	1314

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

Advisornet Financial's ERIC Position: Q2 2026 in Review

Advisornet Financial opened a new position in Ericsson (ERIC) in Q2 2026: 600 shares worth $6.69K. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in ERIC as recently as Q4 2023.

Advisornet Financial first reported a position in ERIC in Q1 2019 and has held it in 12 quarters since. The position peaked at $26K in Q4 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Advisornet Financial held 600 shares of Ericsson worth $6.69K as of Q2 2026.
Ericsson was a new Advisornet Financial position in Q2 2026.
Ericsson made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1698 holding.
Advisornet Financial first reported a position in Ericsson in Q1 2019 and has held it in 12 quarters since.
Advisornet Financial's Ericsson position peaked at $26K in Q4 2021.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.