Baldwin Wealth Partners’s Ericsson ERIC Stock Holding History

Baldwin Wealth 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 Q3	$308K	Hold	33,639	–	–	0.02%	185
2026 Q2	$375K	Sell	33,639 -1,231	-4%	-$14.8K	0.02%	169
2026 Q1	$393K	Hold	34,870	–	–	0.03%	160
2025 Q4	$336K	Hold	34,870	–	–	0.02%	186
2025 Q3	$288K	Sell	34,870 -803	-2%	-$6.28K	0.02%	198
2025 Q2	$303K	Buy	35,673 +6,477	+22%	+$53.2K	0.02%	182
2025 Q1	$227K	Sell	29,196 -22,720	-44%	-$183K	0.02%	206
2024 Q4	$418K	Buy	51,916 +33,865	+188%	+$275K	0.03%	166
2024 Q3	$137K	Buy	+18,051	New	+$126K	0.01%	378
2021 Q4	–	Sell	-8,750	Closed	-$98K	–	634
2021 Q3	$98K	Sell	8,750 -3,000	-26%	-$35.4K	0.01%	260
2021 Q2	$148K	Buy	11,750 +8,750	+292%	+$117K	0.02%	230
2021 Q1	$40K	Buy	+3,000	New	+$38.2K	﹤0.01%	367

Other funds holding ERIC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Baldwin Wealth Partners's ERIC Position: Q3 2026 in Review

Baldwin Wealth Partners held its Ericsson (ERIC) position steady in Q3 2026 at 33,639 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #185.

Baldwin Wealth Partners first reported a position in ERIC in Q1 2021 and has held it in 12 quarters since. The position peaked at $418K in Q4 2024. 77 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

Baldwin Wealth Partners held 33,639 shares of Ericsson worth $308K as of Q3 2026.
Baldwin Wealth Partners left its Ericsson share count unchanged in Q3 2026.
Ericsson made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #185 holding.
Baldwin Wealth Partners first reported a position in Ericsson in Q1 2021 and has held it in 12 quarters since.
Baldwin Wealth Partners's Ericsson position peaked at $418K in Q4 2024.
77 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.