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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
Q2 		$191K Buy
17,127
+172
+1% +$2.07K 0.01% 626
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 $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

Aprio Wealth Management's ERIC Position: Q2 2026 in Review

Aprio Wealth Management increased its Ericsson (ERIC) stake by 1% in Q2 2026, buying an estimated $2.07K and bringing the position to 17,127 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #626.

Aprio Wealth Management first reported a position in ERIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $367K in Q1 2025. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Aprio Wealth Management held 17,127 shares of Ericsson worth $191K as of Q2 2026.
  • Aprio Wealth Management bought 172 Ericsson shares in Q2 2026, an estimated $2.07K.
  • Ericsson made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Aprio Wealth Management first reported a position in Ericsson in Q3 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's Ericsson position peaked at $367K in Q1 2025.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.