Blue Trust Inc
ERIC icon

Blue Trust Inc’s Ericsson ERIC Stock Holding History

Blue Trust Inc’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
Q3 		$91.5K Sell
9,995
-16,981
-63% -$171K ﹤0.01% 1031
2026
Q2 		$301K Sell
26,976
-812
-3% -$9.8K ﹤0.01% 658
2026
Q1 		$313K Buy
27,788
+7,378
+36% +$79.9K ﹤0.01% 635
2025
Q4 		$197K Sell
20,410
-584
-3% -$5.53K ﹤0.01% 781
2025
Q3 		$174K Sell
20,994
-13,888
-40% -$109K ﹤0.01% 858
2025
Q2 		$296K Buy
34,882
+12,701
+57% +$104K ﹤0.01% 635
2025
Q1 		$172K Buy
22,181
+4,778
+27% +$38.6K ﹤0.01% 771
2024
Q4 		$140K Sell
17,403
-29,504
-63% -$240K ﹤0.01% 784
2024
Q3 		$289K Buy
46,907
+30,283
+182% +$212K ﹤0.01% 693
2024
Q2 		$91.6K Buy
16,624
+11,791
+244% +$65.9K ﹤0.01% 1015
2024
Q1 		$26.6K Sell
4,833
-2,950
-38% -$16.6K ﹤0.01% 1129
2023
Q4 		$38K Buy
7,783
+2,021
+35% +$10.2K ﹤0.01% 1028
2023
Q3 		$31K Buy
5,762
+473
+9% +$2.41K ﹤0.01% 1025
2023
Q2 		$31K Sell
5,289
-13,996
-73% -$75.1K ﹤0.01% 870
2023
Q1 		$113K Buy
19,285
+4,019
+26% +$22.9K ﹤0.01% 729
2022
Q4 		$88K Buy
15,266
+11,556
+311% +$69.5K ﹤0.01% 711
2022
Q3 		$28K Buy
3,710
+2,682
+261% +$19.2K ﹤0.01% 948
2022
Q2 		$9K Buy
+1,028
New +$8.4K ﹤0.01% 1233

Other funds holding ERIC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Blue Trust Inc's ERIC Position: Q3 2026 in Review

Blue Trust Inc reduced its Ericsson (ERIC) stake by 63% in Q3 2026, selling an estimated $171K and leaving 9,995 shares worth $91.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Blue Trust Inc first reported a position in ERIC in Q2 2022 and has held it in 18 quarters since. The position peaked at $313K in Q1 2026. 307 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Blue Trust Inc held 9,995 shares of Ericsson worth $91.5K as of Q3 2026.
  • Blue Trust Inc sold 16,981 Ericsson shares in Q3 2026, an estimated $171K.
  • Ericsson made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1031 holding.
  • Blue Trust Inc first reported a position in Ericsson in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Ericsson position peaked at $313K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.