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Baron Wealth Management’s Ericsson ERIC Stock Holding History

Baron Wealth Management’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 		$156K Buy
13,955
+1,282
+10% +$15.5K 0.04% 297
2026
Q1 		$143K Buy
12,673
+118
+0.9% +$1.28K 0.04% 271
2025
Q4 		$121K Buy
12,555
+193
+2% +$1.83K 0.04% 249
2025
Q3 		$102K Buy
12,362
+846
+7% +$6.62K 0.03% 244
2025
Q2 		$97.7K Buy
11,516
+557
+5% +$4.58K 0.03% 240
2025
Q1 		$85K Sell
10,959
-4,203
-28% -$33.9K 0.04% 206
2024
Q4 		$122K Buy
+15,162
New +$123K 0.06% 190

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Baron Wealth Management's ERIC Position: Q2 2026 in Review

Baron Wealth Management increased its Ericsson (ERIC) stake by 10% in Q2 2026, buying an estimated $15.5K and bringing the position to 13,955 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #297.

Baron Wealth Management first reported a position in ERIC in Q4 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Baron Wealth Management held 13,955 shares of Ericsson worth $156K as of Q2 2026.
  • Baron Wealth Management bought 1,282 Ericsson shares in Q2 2026, an estimated $15.5K.
  • Ericsson made up 0.04% of Baron Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Baron Wealth Management first reported a position in Ericsson in Q4 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.