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AdvisorShares Investments’s Ericsson ERIC Stock Holding History

AdvisorShares Investments’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 		$987K Buy
+88,496
New +$1.07M 0.12% 88
2025
Q3 		– Sell
-122,151
Closed -$1.04M – 316
2025
Q2 		$1.04M Buy
122,151
+18,254
+18% +$150K 0.19% 69
2025
Q1 		$809K Buy
103,897
+32,227
+45% +$260K 0.16% 72
2024
Q4 		$578K Buy
+71,670
New +$583K 0.11% 84

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AdvisorShares Investments's ERIC Position: Q2 2026 in Review

AdvisorShares Investments opened a new position in Ericsson (ERIC) in Q2 2026: 88,496 shares worth $987K. The stake represents 0.12% of the portfolio and ranks #88 among its holdings. This is a return to the name: AdvisorShares Investments previously reported a position in ERIC as recently as Q2 2025.

AdvisorShares Investments first reported a position in ERIC in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.04M in Q2 2025. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • AdvisorShares Investments held 88,496 shares of Ericsson worth $987K as of Q2 2026.
  • Ericsson was a new AdvisorShares Investments position in Q2 2026.
  • Ericsson made up 0.12% of AdvisorShares Investments's portfolio in Q2 2026, its #88 holding.
  • AdvisorShares Investments first reported a position in Ericsson in Q4 2024 and has held it in 4 quarters since.
  • AdvisorShares Investments's Ericsson position peaked at $1.04M in Q2 2025.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.