CCWM
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Cassaday & Co Wealth Management’s Ericsson ERIC Stock Holding History

Cassaday & Co Wealth 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 		$279 Hold
25
– – ﹤0.01% 1184
2026
Q1 		$282 Buy
+25
New +$271 ﹤0.01% 1233

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Arrowstreet Capital
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Morgan Stanley
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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
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cassaday & Co Wealth Management's ERIC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Ericsson (ERIC) position steady in Q2 2026 at 25 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Cassaday & Co Wealth Management first reported a position in ERIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $282 in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Cassaday & Co Wealth Management held 25 shares of Ericsson worth $279 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1184 holding.
  • Cassaday & Co Wealth Management first reported a position in Ericsson in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Ericsson position peaked at $282 in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.