Corient Private Wealth
ERIC icon

Corient Private Wealth’s Ericsson ERIC Stock Holding History

Corient Private Wealth’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 		$578K Buy
51,868
+2,261
+5% +$27.3K ﹤0.01% 2124
2026
Q1 		$543K Buy
49,607
+555
+1% +$6.01K ﹤0.01% 1987
2025
Q4 		$473K Buy
49,052
+2,909
+6% +$27.6K ﹤0.01% 1895
2025
Q3 		$382K Buy
46,143
+1,181
+3% +$9.24K ﹤0.01% 1968
2025
Q2 		$381K Sell
44,962
-11,698
-21% -$96.1K ﹤0.01% 1857
2025
Q1 		$440K Sell
56,660
-27,370
-33% -$221K ﹤0.01% 1656
2024
Q4 		$677K Buy
84,030
+17,177
+26% +$140K ﹤0.01% 1471
2024
Q3 		$507K Sell
66,853
-50,458
-43% -$353K ﹤0.01% 1723
2024
Q2 		$724K Buy
117,311
+66,519
+131% +$372K ﹤0.01% 1464
2024
Q1 		$280K Sell
50,792
-5,187
-9% -$29.2K ﹤0.01% 1928
2023
Q4 		$353K Sell
55,979
-7,243
-11% -$36.7K ﹤0.01% 1787
2023
Q3 		$330K Sell
63,222
-101,712
-62% -$518K ﹤0.01% 1710
2023
Q2 		$899K Sell
164,934
-597
-0.4% -$3.2K ﹤0.01% 1195
2023
Q1 		$968K Buy
165,531
+109,408
+195% +$624K ﹤0.01% 1099
2022
Q4 		$328K Buy
+56,123
New +$337K ﹤0.01% 1304

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
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
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

Corient Private Wealth's ERIC Position: Q2 2026 in Review

Corient Private Wealth increased its Ericsson (ERIC) stake by 4.6% in Q2 2026, buying an estimated $27.3K and bringing the position to 51,868 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Corient Private Wealth first reported a position in ERIC in Q4 2022 and has held it in 15 quarters since. The position peaked at $968K in Q1 2023. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Corient Private Wealth held 51,868 shares of Ericsson worth $578K as of Q2 2026.
  • Corient Private Wealth bought 2,261 Ericsson shares in Q2 2026, an estimated $27.3K.
  • Ericsson made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2124 holding.
  • Corient Private Wealth first reported a position in Ericsson in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Ericsson position peaked at $968K in Q1 2023.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.