Arax Advisory Partners’s Ericsson ERIC Stock Holding History

Arax Advisory Partners’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	$158K	Buy	14,206 +11,376	+402%	+$137K	﹤0.01%	2411
2026 Q1	$31.9K	Sell	2,830 -8,321	-75%	-$90.1K	﹤0.01%	1868
2025 Q4	$108K	Buy	11,151 +997	+10%	+$9.44K	﹤0.01%	1305
2025 Q3	$84K	Buy	10,154 +9,125	+887%	+$71.4K	﹤0.01%	1598
2025 Q2	$8.73K	Buy	+1,029	New	+$8.46K	﹤0.01%	2025
2023 Q4	–	Sell	-198	Closed	-$963	–	1363
2023 Q3	$963	Buy	+198	New	+$1.01K	﹤0.01%	1142
2023 Q2	–	Sell	-156	Closed	-$913	–	1286
2023 Q1	$913	Hold	156	–	–	﹤0.01%	1118
2022 Q4	$911	Sell	156 -410	-72%	-$2.46K	﹤0.01%	1097
2022 Q3	$3K	Buy	+566	New	+$4.06K	﹤0.01%	896
2018 Q3	–	Sell	-1,326	Closed	-$10K	–	656
2018 Q2	$10K	Sell	1,326 -40	-3%	-$293	﹤0.01%	344
2018 Q1	$8K	Buy	1,366 +587	+75%	+$3.95K	﹤0.01%	336
2017 Q4	$5K	Hold	779	–	–	﹤0.01%	372
2017 Q3	$4K	Sell	779 -2,245	-74%	-$13.9K	﹤0.01%	383
2017 Q2	$22K	Hold	3,024	–	–	0.01%	290
2017 Q1	$20K	Buy	3,024 +2,353	+351%	+$14.5K	0.01%	278
2016 Q4	$4K	Buy	+671	New	+$3.7K	﹤0.01%	379

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Arax Advisory Partners's ERIC Position: Q2 2026 in Review

Arax Advisory Partners increased its Ericsson (ERIC) stake by 402% in Q2 2026, buying an estimated $137K and bringing the position to 14,206 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Arax Advisory Partners first reported a position in ERIC in Q4 2016 and has held it in 16 quarters since. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Arax Advisory Partners held 14,206 shares of Ericsson worth $158K as of Q2 2026.
Arax Advisory Partners bought 11,376 Ericsson shares in Q2 2026, an estimated $137K.
Ericsson made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2411 holding.
Arax Advisory Partners first reported a position in Ericsson in Q4 2016 and has held it in 16 quarters since.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.