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 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

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

Baldwin Wealth Partners's ERIC Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Ericsson (ERIC) stake by 3.5% in Q2 2026, selling an estimated $14.8K and leaving 33,639 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #169.

Baldwin Wealth Partners first reported a position in ERIC in Q1 2021 and has held it in 11 quarters since. The position peaked at $418K in Q4 2024. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Baldwin Wealth Partners held 33,639 shares of Ericsson worth $375K as of Q2 2026.
Baldwin Wealth Partners sold 1,231 Ericsson shares in Q2 2026, an estimated $14.8K.
Ericsson made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #169 holding.
Baldwin Wealth Partners first reported a position in Ericsson in Q1 2021 and has held it in 11 quarters since.
Baldwin Wealth Partners's Ericsson position peaked at $418K in Q4 2024.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.