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Bell Investment Advisors’s Ericsson ERIC Stock Holding History

Bell Investment 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 		$14.5K Sell
1,296
-22
-2% -$265 ﹤0.01% 584
2026
Q1 		$14.9K Buy
1,318
+235
+22% +$2.54K ﹤0.01% 534
2025
Q4 		$10.5K Buy
1,083
+536
+98% +$5.08K ﹤0.01% 682
2025
Q3 		$4.52K Sell
547
-652
-54% -$5.1K ﹤0.01% 980
2025
Q2 		$10.2K Buy
1,199
+423
+55% +$3.48K ﹤0.01% 668
2025
Q1 		$6.02K Hold
776
– – ﹤0.01% 827
2024
Q4 		$6.25K Hold
776
– – ﹤0.01% 817
2024
Q3 		$5.88K Hold
776
– – ﹤0.01% 851
2024
Q2 		$4.79K Hold
776
– – ﹤0.01% 944
2024
Q1 		$4.28K Sell
776
-107
-12% -$603 ﹤0.01% 1011
2023
Q4 		$5.56K Buy
883
+108
+14% +$547 ﹤0.01% 824
2023
Q3 		$3.77K Buy
775
+619
+397% +$3.15K ﹤0.01% 953
2023
Q2 		$851 Sell
156
-925
-86% -$4.96K ﹤0.01% 1637
2023
Q1 		$6.32K Buy
1,081
+607
+128% +$3.46K ﹤0.01% 673
2022
Q4 		$2.77K Buy
474
+334
+239% +$2.01K ﹤0.01% 1108
2022
Q3 		$1K Sell
140
-23
-14% -$165 ﹤0.01% 1393
2022
Q2 		$1K Buy
+163
New +$1.33K ﹤0.01% 1417
2021
Q4 		$9K Buy
866
+480
+124% +$5.25K ﹤0.01% 517
2021
Q3 		$4K Buy
+386
New +$4.56K ﹤0.01% 787

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

Bell Investment Advisors's ERIC Position: Q2 2026 in Review

Bell Investment Advisors reduced its Ericsson (ERIC) stake by 1.7% in Q2 2026, selling an estimated $265 and leaving 1,296 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Bell Investment Advisors first reported a position in ERIC in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.9K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Bell Investment Advisors held 1,296 shares of Ericsson worth $14.5K as of Q2 2026.
  • Bell Investment Advisors sold 22 Ericsson shares in Q2 2026, an estimated $265.
  • Ericsson made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #584 holding.
  • Bell Investment Advisors first reported a position in Ericsson in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Ericsson position peaked at $14.9K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.