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American Capital Advisory’s Ericsson ERIC Stock Holding History

American Capital Advisory’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 		$1.24K Hold
111
– – ﹤0.01% 744
2026
Q1 		$1.25K Buy
111
+75
+208% +$812 ﹤0.01% 630
2025
Q4 		$348 Hold
36
– – ﹤0.01% 842
2025
Q3 		$298 Buy
+36
New +$282 ﹤0.01% 802

Other funds holding ERIC

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

American Capital Advisory's ERIC Position: Q2 2026 in Review

American Capital Advisory held its Ericsson (ERIC) position steady in Q2 2026 at 111 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

American Capital Advisory first reported a position in ERIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25K in Q1 2026. 193 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • American Capital Advisory held 111 shares of Ericsson worth $1.24K as of Q2 2026.
  • American Capital Advisory left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #744 holding.
  • American Capital Advisory first reported a position in Ericsson in Q3 2025 and has held it in 4 quarters since.
  • American Capital Advisory's Ericsson position peaked at $1.25K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.