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

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

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 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