Cerity Partners
ERIC icon

Cerity Partners’s Ericsson ERIC Stock Holding History

Cerity Partners’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 		$1.14M Buy
102,570
+12,288
+14% +$148K ﹤0.01% 1925
2026
Q1 		$1.02M Buy
90,282
+8,948
+11% +$96.9K ﹤0.01% 1852
2025
Q4 		$785K Buy
81,334
+1,278
+2% +$12.1K ﹤0.01% 1829
2025
Q3 		$662K Buy
80,056
+237
+0.3% +$1.85K ﹤0.01% 1809
2025
Q2 		$677K Buy
79,819
+4,311
+6% +$35.4K ﹤0.01% 1720
2025
Q1 		$586K Sell
75,508
-2,525
-3% -$20.4K ﹤0.01% 1678
2024
Q4 		$612K Sell
78,033
-12,939
-14% -$105K ﹤0.01% 1645
2024
Q3 		$690K Buy
90,972
+25,366
+39% +$177K ﹤0.01% 1606
2024
Q2 		$405K Sell
65,606
-3,225
-5% -$18K ﹤0.01% 1651
2024
Q1 		$379K Buy
68,831
+26,945
+64% +$152K ﹤0.01% 1737
2023
Q4 		$264K Buy
41,886
+31,456
+302% +$159K ﹤0.01% 1585
2023
Q3 		$50.7K Sell
10,430
-24,588
-70% -$125K ﹤0.01% 1359
2023
Q2 		$191K Sell
35,018
-6,221
-15% -$33.4K ﹤0.01% 1500
2023
Q1 		$239K Buy
41,239
+8,503
+26% +$48.5K ﹤0.01% 1646
2022
Q4 		$191K Buy
32,736
+3,596
+12% +$21.6K ﹤0.01% 1351
2022
Q3 		$168K Sell
29,140
-12,448
-30% -$89.2K ﹤0.01% 1075
2022
Q2 		$308K Buy
41,588
+18,952
+84% +$155K ﹤0.01% 899
2022
Q1 		$207K Buy
+22,636
New +$236K ﹤0.01% 856

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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cerity Partners's ERIC Position: Q2 2026 in Review

Cerity Partners increased its Ericsson (ERIC) stake by 14% in Q2 2026, buying an estimated $148K and bringing the position to 102,570 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Cerity Partners first reported a position in ERIC in Q1 2022 and has held it in 18 quarters since. 373 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Cerity Partners held 102,570 shares of Ericsson worth $1.14M as of Q2 2026.
  • Cerity Partners bought 12,288 Ericsson shares in Q2 2026, an estimated $148K.
  • Ericsson made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1925 holding.
  • Cerity Partners first reported a position in Ericsson in Q1 2022 and has held it in 18 quarters since.
  • 373 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.