CPCM
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Cardinal Point Capital Management’s Ericsson ERIC Stock Holding History

Cardinal Point 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
2025
Q4 		– Sell
-64,750
Closed -$535K – 267
2025
Q3 		$535K Buy
+64,750
New +$507K 0.04% 148

Other funds holding ERIC

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Primecap Management
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Arrowstreet Capital
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cardinal Point Capital Management's ERIC Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 64,750 shares — an estimated $535K sold.

Cardinal Point Capital Management first reported a position in ERIC in Q3 2025 and held it in 1 quarter. The position peaked at $535K in Q3 2025. 351 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

  • Cardinal Point Capital Management reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 64,750 Ericsson shares in Q4 2025, an estimated $535K.
  • Cardinal Point Capital Management first reported a position in Ericsson in Q3 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Ericsson position peaked at $535K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.