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Atria Investments’s Ericsson ERIC Stock Holding History

Atria Investments’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 		$437K Buy
+39,201
New +$473K ﹤0.01% 1596
2025
Q3 		– Sell
-52,846
Closed -$448K – 2047
2025
Q2 		$448K Sell
52,846
-295
-0.6% -$2.42K 0.01% 1480
2025
Q1 		$412K Buy
53,141
+2,490
+5% +$20.1K 0.01% 1453
2024
Q4 		$408K Buy
50,651
+39,889
+371% +$324K 0.01% 1431
2024
Q3 		$81.6K Sell
10,762
-399
-4% -$2.79K ﹤0.01% 1878
2024
Q2 		$68.9K Buy
+11,161
New +$62.3K ﹤0.01% 1885
2022
Q1 		– Sell
-129,811
Closed -$1.41M – 876
2021
Q4 		$1.41M Buy
129,811
+2,671
+2% +$29.2K 0.03% 696
2021
Q3 		$1.42M Sell
127,140
-1,525
-1% -$18K 0.03% 658
2021
Q2 		$1.62M Sell
128,665
-12,616
-9% -$169K 0.03% 587
2021
Q1 		$1.86M Buy
141,281
+7,302
+5% +$93K 0.04% 477
2020
Q4 		$1.6M Buy
133,979
+5,148
+4% +$60.3K 0.04% 495
2020
Q3 		$1.4M Buy
128,831
+9,360
+8% +$103K 0.04% 454
2020
Q2 		$1.11M Buy
+119,471
New +$1.04M 0.04% 481
2020
Q1 		– Sell
-22,680
Closed -$199K – 726
2019
Q4 		$199K Buy
+22,680
New +$201K 0.01% 1157
2019
Q3 		– Sell
-48,240
Closed -$405K – 900
2019
Q2 		$405K Sell
48,240
-3,810
-7% -$36.9K 0.02% 640
2019
Q1 		$478K Buy
52,050
+1,395
+3% +$12.6K 0.02% 541
2018
Q4 		$449K Buy
50,655
+34,872
+221% +$303K 0.02% 539
2018
Q3 		$139K Sell
15,783
-6,328
-29% -$51.9K 0.01% 955
2018
Q2 		$170K Buy
22,111
+1,153
+6% +$8.43K 0.01% 930
2018
Q1 		$134K Buy
20,958
+4,593
+28% +$30.9K 0.01% 860
2017
Q4 		$109K Sell
16,365
-1,777
-10% -$11.1K 0.01% 806
2017
Q3 		$104K Buy
18,142
+4,833
+36% +$29.9K 0.01% 777
2017
Q2 		$95K Buy
+13,309
New +$90.2K 0.01% 736

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

Atria Investments's ERIC Position: Q2 2026 in Review

Atria Investments opened a new position in Ericsson (ERIC) in Q2 2026: 39,201 shares worth $437K. The stake represents ﹤0.01% of the portfolio and ranks #1596 among its holdings. This is a return to the name: Atria Investments previously reported a position in ERIC as recently as Q2 2025.

Atria Investments first reported a position in ERIC in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.86M in Q1 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Atria Investments held 39,201 shares of Ericsson worth $437K as of Q2 2026.
  • Ericsson was a new Atria Investments position in Q2 2026.
  • Ericsson made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1596 holding.
  • Atria Investments first reported a position in Ericsson in Q2 2017 and has held it in 23 quarters since.
  • Atria Investments's Ericsson position peaked at $1.86M in Q1 2021.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.