Charles Schwab’s Ericsson ERIC Stock Holding History

Charles Schwab’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	$6.27M	Buy	562,771 +55,159	+11%	+$665K	﹤0.01%	2369
2026 Q1	$5.72M	Buy	507,612 +77,453	+18%	+$839K	﹤0.01%	2347
2025 Q4	$4.15M	Buy	430,159 +61,462	+17%	+$582K	﹤0.01%	2531
2025 Q3	$3.05M	Buy	368,697 +40,219	+12%	+$315K	﹤0.01%	2640
2025 Q2	$2.79M	Buy	328,478 +46,478	+16%	+$382K	﹤0.01%	2572
2025 Q1	$2.19M	Buy	282,000 +29,836	+12%	+$241K	﹤0.01%	2583
2024 Q4	$2.03M	Buy	252,164 +32,982	+15%	+$268K	﹤0.01%	2672
2024 Q3	$1.66M	Buy	219,182 +54,437	+33%	+$381K	﹤0.01%	2759
2024 Q2	$1.02M	Buy	164,745 +78,240	+90%	+$437K	﹤0.01%	2930
2024 Q1	$477K	Buy	86,505 +44,799	+107%	+$253K	﹤0.01%	3044
2023 Q4	$263K	Sell	41,706 -46,373	-53%	-$235K	﹤0.01%	3238
2023 Q3	$428K	Buy	88,079 +34,026	+63%	+$173K	﹤0.01%	3099
2023 Q2	$295K	Buy	54,053 +33,979	+169%	+$182K	﹤0.01%	3236
2023 Q1	$117K	Buy	20,074 +9,978	+99%	+$56.9K	﹤0.01%	3229
2022 Q4	$59K	Buy	+10,096	New	+$60.7K	﹤0.01%	3327

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Charles Schwab's ERIC Position: Q2 2026 in Review

Charles Schwab increased its Ericsson (ERIC) stake by 11% in Q2 2026, buying an estimated $665K and bringing the position to 562,771 shares worth $6.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Charles Schwab first reported a position in ERIC in Q4 2022 and has held it in 15 quarters since. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Charles Schwab held 562,771 shares of Ericsson worth $6.27M as of Q2 2026.
Charles Schwab bought 55,159 Ericsson shares in Q2 2026, an estimated $665K.
Ericsson made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2369 holding.
Charles Schwab first reported a position in Ericsson in Q4 2022 and has held it in 15 quarters since.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.