Archford Capital Strategies’s Ericsson ERIC Stock Holding History

Archford Capital Strategies’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
2025 Q4	–	Sell	-188,954	Closed	-$1.56M	–	340
2025 Q3	$1.56M	Buy	188,954 +45,452	+32%	+$356K	0.19%	115
2025 Q2	$1.22M	Buy	+143,502	New	+$1.18M	0.16%	130
2017 Q2	–	Sell	-105	Closed	-$1K	–	323
2017 Q1	$1K	Hold	105	–	–	﹤0.01%	645
2016 Q4	$0	Sell	105 -89	-46%	-$491	﹤0.01%	676
2016 Q3	$1K	Sell	194 -194	-50%	-$1.41K	﹤0.01%	586
2016 Q2	$2K	Buy	+388	New	+$3.18K	﹤0.01%	583
2016 Q1	–	Sell	-388	Closed	-$4K	–	307
2015 Q4	$4K	Hold	388	–	–	﹤0.01%	596
2015 Q3	$4K	Buy	388 +164	+73%	+$1.66K	﹤0.01%	462
2015 Q2	$2K	Buy	224 +82	+58%	+$950	﹤0.01%	486
2015 Q1	$1.78K	Hold	142	–	–	﹤0.01%	553
2014 Q4	$2K	Hold	142	–	–	﹤0.01%	514
2014 Q3	$2K	Hold	142	–	–	﹤0.01%	500
2014 Q2	$1.72K	Buy	142 +26	+22%	+$324	﹤0.01%	713
2014 Q1	$1.55K	Buy	+116	New	+$1.45K	﹤0.01%	678

Other funds holding ERIC

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Archford Capital Strategies's ERIC Position: Q4 2025 in Review

Archford Capital Strategies sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 188,954 shares — an estimated $1.56M sold.

Archford Capital Strategies first reported a position in ERIC in Q1 2014 and held it in 14 quarters. The position peaked at $1.56M in Q3 2025. 349 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

Archford Capital Strategies reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
Archford Capital Strategies sold 188,954 Ericsson shares in Q4 2025, an estimated $1.56M.
Archford Capital Strategies first reported a position in Ericsson in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Ericsson position peaked at $1.56M in Q3 2025.
349 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on Archford Capital Strategies's 13F filing for Q4 2025, filed 15 Jan 2026.