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Callan Family Office’s Ericsson ERIC Stock Holding History

Callan Family Office’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 		$1.63M Buy
145,797
+5,214
+4% +$62.9K 0.03% 456
2026
Q1 		$1.58M Buy
140,583
+14,947
+12% +$162K 0.04% 424
2025
Q4 		$1.21M Buy
125,636
+61,105
+95% +$579K 0.03% 497
2025
Q3 		$534K Sell
64,531
-43,219
-40% -$338K 0.02% 510
2025
Q2 		$914K Buy
107,750
+72,994
+210% +$600K 0.03% 426
2025
Q1 		$270K Buy
34,756
+20,440
+143% +$165K 0.02% 449
2024
Q4 		$115K Buy
+14,316
New +$116K 0.01% 614

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

Callan Family Office's ERIC Position: Q2 2026 in Review

Callan Family Office increased its Ericsson (ERIC) stake by 3.7% in Q2 2026, buying an estimated $62.9K and bringing the position to 145,797 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #456.

Callan Family Office first reported a position in ERIC in Q4 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Callan Family Office held 145,797 shares of Ericsson worth $1.63M as of Q2 2026.
  • Callan Family Office bought 5,214 Ericsson shares in Q2 2026, an estimated $62.9K.
  • Ericsson made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #456 holding.
  • Callan Family Office first reported a position in Ericsson in Q4 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.