Allworth Financial’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $75.5K | Buy |
6,769
+795
| +13% | +$9.58K | ﹤0.01% | 2145 |
|
|
2026
Q1 | $67.3K | Buy |
5,974
+23
| +0.4% | +$249 | ﹤0.01% | 2110 |
|
|
2025
Q4 | $57.4K | Sell |
5,951
-1,328
| -18% | -$12.6K | ﹤0.01% | 2108 |
|
|
2025
Q3 | $60.2K | Buy |
7,279
+47
| +0.6% | +$368 | ﹤0.01% | 1995 |
|
|
2025
Q2 | $61.3K | Buy |
7,232
+4,036
| +126% | +$33.2K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $26.3K | Sell |
3,196
-119
| -4% | -$961 | ﹤0.01% | 1913 |
|
|
2024
Q4 | $29K | Buy |
3,315
+356
| +12% | +$2.89K | ﹤0.01% | 1873 |
|
|
2024
Q3 | $22.4K | Buy |
2,959
+43
| +1% | +$301 | ﹤0.01% | 1835 |
|
|
2024
Q2 | $19.2K | Buy |
2,916
+154
| +6% | +$860 | ﹤0.01% | 1908 |
|
|
2024
Q1 | $15.2K | Hold |
2,762
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q4 | $17.4K | Buy |
2,762
+100
| +4% | +$507 | ﹤0.01% | 1719 |
|
|
2023
Q3 | $12.9K | Buy |
2,662
+2,258
| +559% | +$11.5K | ﹤0.01% | 1746 |
|
|
2023
Q2 | $2.21K | Buy |
404
+1
| +0.2% | +$5 | ﹤0.01% | 2443 |
|
|
2023
Q1 | $2.36K | Hold |
403
| – | – | ﹤0.01% | 2342 |
|
|
2022
Q4 | $2.35K | Buy |
403
+1
| +0.2% | +$6 | ﹤0.01% | 2180 |
|
|
2022
Q3 | $2K | Hold |
402
| – | – | ﹤0.01% | 2137 |
|
|
2022
Q2 | $3K | Buy |
402
+1
| +0.2% | +$8 | ﹤0.01% | 1884 |
|
|
2022
Q1 | $4K | Buy |
401
+101
| +34% | +$1.05K | ﹤0.01% | 1665 |
|
|
2021
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1639 |
|
|
2021
Q3 | $3K | Sell |
300
-83
| -22% | -$981 | ﹤0.01% | 1600 |
|
|
2021
Q2 | $5K | Hold |
383
| – | – | ﹤0.01% | 1204 |
|
|
2021
Q1 | $5K | Buy |
383
+281
| +275% | +$3.58K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $1K | Buy |
+102
| New | +$1.2K | ﹤0.01% | 1250 |
|
|
2020
Q2 | – | Sell |
-308
| Closed | -$2K | – | 1233 |
|
|
2020
Q1 | $2K | Buy |
+308
| New | +$2.52K | ﹤0.01% | 1048 |
|
|
2018
Q3 | – | Sell |
-48
| Closed | – | – | 915 |
|
|
2018
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 960 |
|
|
2018
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 824 |
|
|
2017
Q4 | $0 | Hold |
48
| – | – | ﹤0.01% | 758 |
|
|
2017
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 756 |
|
|
2017
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 757 |
|
|
2017
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 771 |
|
|
2016
Q4 | $0 | Hold |
48
| – | – | ﹤0.01% | 686 |
|
|
2016
Q3 | $0 | Buy |
+48
| New | +$348 | ﹤0.01% | 705 |
|
Other funds holding ERIC
Allworth Financial's ERIC Position: Q2 2026 in Review
Allworth Financial increased its Ericsson (ERIC) stake by 13% in Q2 2026, buying an estimated $9.58K and bringing the position to 6,769 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.
Allworth Financial first reported a position in ERIC in Q3 2016 and has held it in 32 quarters since. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.
- Allworth Financial held 6,769 shares of Ericsson worth $75.5K as of Q2 2026.
- Allworth Financial bought 795 Ericsson shares in Q2 2026, an estimated $9.58K.
- Ericsson made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2145 holding.
- Allworth Financial first reported a position in Ericsson in Q3 2016 and has held it in 32 quarters since.
- 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.