Concord Wealth Partners’s Ericsson ERIC Stock Holding History

Concord Wealth 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 Q1	–	Sell	-20	Closed	-$193	–	366
2025 Q4	$193	Hold	20	–	–	﹤0.01%	802
2025 Q3	$165	Hold	20	–	–	﹤0.01%	795
2025 Q2	$170	Hold	20	–	–	﹤0.01%	813
2025 Q1	$155	Buy	+20	New	+$161	﹤0.01%	784
2021 Q3	–	Sell	-318	Closed	-$4K	–	941
2021 Q2	$4K	Hold	318	–	–	﹤0.01%	762
2021 Q1	$4K	Buy	+318	New	+$4.05K	﹤0.01%	710

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Concord Wealth Partners's ERIC Position: Q1 2026 in Review

Concord Wealth Partners sold out of Ericsson (ERIC) in Q1 2026, closing a stake of 20 shares — an estimated $193 sold.

Concord Wealth Partners first reported a position in ERIC in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Concord Wealth Partners reported no remaining Ericsson position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 20 Ericsson shares in Q1 2026, an estimated $193.
Concord Wealth Partners first reported a position in Ericsson in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's Ericsson position peaked at $4K in Q2 2021.
377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.