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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return