Burns Matteson Capital Management’s Ericsson ERIC Stock Holding History

Burns Matteson Capital Management’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	$487K	Buy	+43,699	New	+$527K	0.15%	116
2025 Q3	–	Sell	-20,192	Closed	-$171K	–	208
2025 Q2	$171K	Buy	20,192 +6,116	+43%	+$50.3K	0.08%	176
2025 Q1	$109K	Buy	14,076 +3,448	+32%	+$27.8K	0.06%	170
2024 Q4	$85.7K	Buy	+10,628	New	+$86.4K	0.05%	156

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

Burns Matteson Capital Management's ERIC Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in Ericsson (ERIC) in Q2 2026: 43,699 shares worth $487K. The stake represents 0.15% of the portfolio and ranks #116 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in ERIC as recently as Q2 2025.

Burns Matteson Capital Management first reported a position in ERIC in Q4 2024 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Burns Matteson Capital Management held 43,699 shares of Ericsson worth $487K as of Q2 2026.
Ericsson was a new Burns Matteson Capital Management position in Q2 2026.
Ericsson made up 0.15% of Burns Matteson Capital Management's portfolio in Q2 2026, its #116 holding.
Burns Matteson Capital Management first reported a position in Ericsson in Q4 2024 and has held it in 4 quarters since.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.