Avantax Advisory Services’s Ericsson ERIC Stock Holding History

Avantax Advisory Services’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 Q2	$183K	Buy	21,545 +5,148	+31%	+$42.3K	﹤0.01%	2226
2025 Q1	$127K	Buy	16,397 +2,057	+14%	+$16.6K	﹤0.01%	2141
2024 Q4	$116K	Sell	14,340 -1,867	-12%	-$15.2K	﹤0.01%	2113
2024 Q3	$123K	Buy	16,207 +4,268	+36%	+$29.9K	﹤0.01%	2058
2024 Q2	$73.7K	Buy	+11,939	New	+$66.7K	﹤0.01%	2028
2022 Q4	–	Sell	-32,502	Closed	-$187K	–	1434
2022 Q3	$187K	Buy	+32,502	New	+$233K	﹤0.01%	1227
2022 Q2	–	Sell	-13,334	Closed	-$120K	–	1329
2022 Q1	$120K	Buy	13,334 +479	+4%	+$4.99K	﹤0.01%	1230
2021 Q4	$140K	Sell	12,855 -7,219	-36%	-$78.9K	﹤0.01%	1202
2021 Q3	$230K	Sell	20,074 -4,141	-17%	-$48.9K	﹤0.01%	1042
2021 Q2	$304K	Sell	24,215 -7,869	-25%	-$105K	0.01%	898
2021 Q1	$424K	Buy	32,084 +11,744	+58%	+$150K	0.01%	674
2020 Q4	$246K	Sell	20,340 -4,803	-19%	-$56.3K	0.01%	811
2020 Q3	$273K	Buy	+25,143	New	+$278K	﹤0.01%	1069

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Avantax Advisory Services's ERIC Position: Q2 2025 in Review

Avantax Advisory Services increased its Ericsson (ERIC) stake by 31% in Q2 2025, buying an estimated $42.3K and bringing the position to 21,545 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Avantax Advisory Services first reported a position in ERIC in Q3 2020 and has held it in 13 quarters since. The position peaked at $424K in Q1 2021. 356 funds tracked by Wall St. Rank hold ERIC as of Q2 2025.

Avantax Advisory Services held 21,545 shares of Ericsson worth $183K as of Q2 2025.
Avantax Advisory Services bought 5,148 Ericsson shares in Q2 2025, an estimated $42.3K.
Ericsson made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2226 holding.
Avantax Advisory Services first reported a position in Ericsson in Q3 2020 and has held it in 13 quarters since.
Avantax Advisory Services's Ericsson position peaked at $424K in Q1 2021.
356 funds tracked by Wall St. Rank held Ericsson as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.