Contravisory Investment Management’s Ericsson ERIC Stock Holding History

Contravisory Investment 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	$270K	Buy	+24,207	New	+$292K	0.05%	199
2025 Q3	–	Sell	-29,046	Closed	-$246K	–	383
2025 Q2	$246K	Buy	29,046 +1,892	+7%	+$15.5K	0.05%	229
2025 Q1	$211K	Buy	+27,154	New	+$219K	0.04%	242
2019 Q4	–	Sell	-5,883	Closed	-$47K	–	282
2019 Q3	$47K	Buy	5,883 +194	+3%	+$1.65K	0.02%	228
2019 Q2	$54K	Hold	5,689	–	–	0.02%	221
2019 Q1	$52K	Buy	+5,689	New	+$51.4K	0.02%	214

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

Contravisory Investment Management's ERIC Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in Ericsson (ERIC) in Q2 2026: 24,207 shares worth $270K. The stake represents 0.05% of the portfolio and ranks #199 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in ERIC as recently as Q2 2025.

Contravisory Investment Management first reported a position in ERIC in Q1 2019 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Contravisory Investment Management held 24,207 shares of Ericsson worth $270K as of Q2 2026.
Ericsson was a new Contravisory Investment Management position in Q2 2026.
Ericsson made up 0.05% of Contravisory Investment Management's portfolio in Q2 2026, its #199 holding.
Contravisory Investment Management first reported a position in Ericsson in Q1 2019 and has held it in 6 quarters since.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.