CWMK
ERIC icon

Caliber Wealth Management (Kansas)’s Ericsson ERIC Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q3 		– Sell
-14,235
Closed -$121K – 272
2025
Q2 		$121K Hold
14,235
– – 0.01% 280
2025
Q1 		$110K Buy
+14,235
New +$115K 0.02% 248

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ERIC Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 14,235 shares — an estimated $121K sold.

Caliber Wealth Management (Kansas) first reported a position in ERIC in Q1 2025 and held it in 2 quarters. The position peaked at $121K in Q2 2025. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 14,235 Ericsson shares in Q3 2025, an estimated $121K.
  • Caliber Wealth Management (Kansas) first reported a position in Ericsson in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Ericsson position peaked at $121K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.