BCS Private Wealth Management’s Ericsson ERIC Stock Holding History

BCS Private 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	$3.32M	Sell	297,500 -7,045	-2%	-$84.9K	1%	29
2026 Q1	$3.43M	Buy	304,545 +710	+0.2%	+$7.69K	1.04%	28
2025 Q4	$2.93M	Sell	303,835 -1,907	-0.6%	-$18.1K	1%	29
2025 Q3	$2.57M	Buy	305,742 +8,644	+3%	+$67.6K	0.92%	32
2025 Q2	$2.52M	Buy	+297,098	New	+$2.44M	0.95%	29

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

BCS Private Wealth Management's ERIC Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Ericsson (ERIC) stake by 2.3% in Q2 2026, selling an estimated $84.9K and leaving 297,500 shares worth $3.32M. The position accounts for 1% of the portfolio, ranked #29.

BCS Private Wealth Management first reported a position in ERIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.43M in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

BCS Private Wealth Management held 297,500 shares of Ericsson worth $3.32M as of Q2 2026.
BCS Private Wealth Management sold 7,045 Ericsson shares in Q2 2026, an estimated $84.9K.
Ericsson made up 1% of BCS Private Wealth Management's portfolio in Q2 2026, its #29 holding.
BCS Private Wealth Management first reported a position in Ericsson in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Ericsson position peaked at $3.43M in Q1 2026.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.