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Bogart Wealth LLC’s Ericsson ERIC Stock Holding History

Bogart Wealth LLC’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 		$468 Buy
42
+32
+320% +$386 ﹤0.01% 1816
2026
Q1 		$113 Hold
10
– – ﹤0.01% 1734
2025
Q4 		$97 Hold
10
– – ﹤0.01% 1553
2025
Q3 		$83 Hold
10
– – ﹤0.01% 1505
2025
Q2 		$85 Hold
10
– – ﹤0.01% 1427
2025
Q1 		$78 Buy
+10
New +$81 ﹤0.01% 1380

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

Bogart Wealth LLC's ERIC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Ericsson (ERIC) stake by 320% in Q2 2026, buying an estimated $386 and bringing the position to 42 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Bogart Wealth LLC first reported a position in ERIC in Q1 2025 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Bogart Wealth LLC held 42 shares of Ericsson worth $468 as of Q2 2026.
  • Bogart Wealth LLC bought 32 Ericsson shares in Q2 2026, an estimated $386.
  • Ericsson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1816 holding.
  • Bogart Wealth LLC first reported a position in Ericsson in Q1 2025 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.