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Beacon Investment Advisory Services’s Ericsson ERIC Stock Holding History

Beacon Investment Advisory Services’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 		$22.3K Hold
2,000
– – ﹤0.01% 533
2026
Q1 		$22.5K Buy
+2,000
New +$21.7K ﹤0.01% 523

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Arrowstreet Capital
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Morgan Stanley
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Bank of America
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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

Beacon Investment Advisory Services's ERIC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Ericsson (ERIC) position steady in Q2 2026 at 2,000 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Beacon Investment Advisory Services first reported a position in ERIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.5K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Beacon Investment Advisory Services held 2,000 shares of Ericsson worth $22.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #533 holding.
  • Beacon Investment Advisory Services first reported a position in Ericsson in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Ericsson position peaked at $22.5K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.