Beacon Pointe Advisors’s Ericsson ERIC Stock Holding History

Beacon Pointe Advisors’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	$121K	Sell	10,892 -12,682	-54%	-$153K	﹤0.01%	1857
2026 Q1	$266K	Buy	+23,574	New	+$255K	﹤0.01%	1604
2023 Q1	–	Sell	-12,254	Closed	-$71.6K	–	1164
2022 Q4	$71.6K	Buy	12,254 +54	+0.4%	+$325	﹤0.01%	1035
2022 Q3	$69K	Sell	12,200 -586	-5%	-$4.2K	﹤0.01%	974
2022 Q2	$93K	Sell	12,786 -200	-2%	-$1.63K	﹤0.01%	1009
2022 Q1	$119K	Buy	12,986 +1,764	+16%	+$18.4K	﹤0.01%	1152
2021 Q4	$122K	Buy	11,222 +988	+10%	+$10.8K	﹤0.01%	902
2021 Q3	$115K	Sell	10,234 -13,131	-56%	-$155K	﹤0.01%	878
2021 Q2	$294K	Buy	+23,365	New	+$313K	0.01%	660

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

Beacon Pointe Advisors's ERIC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Ericsson (ERIC) stake by 54% in Q2 2026, selling an estimated $153K and leaving 10,892 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Beacon Pointe Advisors first reported a position in ERIC in Q2 2021 and has held it in 9 quarters since. The position peaked at $294K in Q2 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Beacon Pointe Advisors held 10,892 shares of Ericsson worth $121K as of Q2 2026.
Beacon Pointe Advisors sold 12,682 Ericsson shares in Q2 2026, an estimated $153K.
Ericsson made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1857 holding.
Beacon Pointe Advisors first reported a position in Ericsson in Q2 2021 and has held it in 9 quarters since.
Beacon Pointe Advisors's Ericsson position peaked at $294K in Q2 2021.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.