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Ballentine Partners’s Ericsson ERIC Stock Holding History

Ballentine 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 		$230K Buy
+20,621
New +$249K ﹤0.01% 940

Other funds holding ERIC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

Ballentine Partners's ERIC Position: Q2 2026 in Review

Ballentine Partners opened a new position in Ericsson (ERIC) in Q2 2026: 20,621 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

67 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Ballentine Partners held 20,621 shares of Ericsson worth $230K as of Q2 2026.
  • Ericsson was a new Ballentine Partners position in Q2 2026.
  • Ericsson made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #940 holding.
  • 67 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.