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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
Q2 		$301K Sell
26,976
-812
-3% -$9.79K ﹤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

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

Blue Trust Inc's ERIC Position: Q2 2026 in Review

Blue Trust Inc reduced its Ericsson (ERIC) stake by 2.9% in Q2 2026, selling an estimated $9.79K and leaving 26,976 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Blue Trust Inc first reported a position in ERIC in Q2 2022 and has held it in 17 quarters since. The position peaked at $313K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Blue Trust Inc held 26,976 shares of Ericsson worth $301K as of Q2 2026.
  • Blue Trust Inc sold 812 Ericsson shares in Q2 2026, an estimated $9.79K.
  • Ericsson made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #658 holding.
  • Blue Trust Inc first reported a position in Ericsson in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Ericsson position peaked at $313K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.