Aprio Wealth Management’s Ericsson ERIC Stock Holding History

Aprio Wealth Management’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	$191K	Sell	16,955 -66	-0.4%	-$715	0.01%	602
2025 Q4	$164K	Buy	17,021 +1,099	+7%	+$10.4K	0.01%	533
2025 Q3	$132K	Sell	15,922 -4,024	-20%	-$31.5K	0.01%	427
2025 Q2	$169K	Sell	19,946 -27,385	-58%	-$225K	0.02%	397
2025 Q1	$367K	Buy	47,331 +15,356	+48%	+$124K	0.05%	231
2024 Q4	$258K	Buy	31,975 +16,196	+103%	+$132K	0.04%	242
2024 Q3	$120K	Buy	15,779 +382	+2%	+$2.67K	0.02%	280
2024 Q2	$95K	Sell	15,397 -2,150	-12%	-$12K	0.02%	252
2024 Q1	$96.7K	Buy	17,547 +2,609	+17%	+$14.7K	0.02%	236
2023 Q4	$94.1K	Sell	14,938 -6,378	-30%	-$32.3K	0.02%	198
2023 Q3	$104K	Buy	+21,316	New	+$108K	0.03%	174

Other funds holding ERIC

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management

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

Primecap Management

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

Arrowstreet Capital

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

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

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

SEI Investments

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

Fidelity Investments

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