Cornerstone Planning Group’s Ericsson ERIC Stock Holding History

Cornerstone Planning Group’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	$2.95K	Sell	311 -62	-17%	-$747	﹤0.01%	1222
2026 Q1	$4.45K	Buy	373 +94	+34%	+$1.02K	﹤0.01%	1117
2025 Q4	$3.04K	Buy	279 +268	+2,436%	+$2.54K	﹤0.01%	1101
2025 Q3	$949	Sell	11 -263	-96%	-$2.06K	﹤0.01%	1324
2025 Q2	$2.02K	Buy	274 +75	+38%	+$616	﹤0.01%	946
2025 Q1	$1.65K	Sell	199 -77	-28%	-$622	﹤0.01%	1032
2024 Q4	$2.13K	Buy	276 +131	+90%	+$1.06K	﹤0.01%	783
2024 Q3	$1.24K	Hold	145	–	–	﹤0.01%	886
2024 Q2	$947	Buy	+145	New	+$810	﹤0.01%	953

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

Cornerstone Planning Group's ERIC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Ericsson (ERIC) stake by 17% in Q2 2026, selling an estimated $747 and leaving 311 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Cornerstone Planning Group first reported a position in ERIC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.45K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Cornerstone Planning Group held 311 shares of Ericsson worth $2.95K as of Q2 2026.
Cornerstone Planning Group sold 62 Ericsson shares in Q2 2026, an estimated $747.
Ericsson made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1222 holding.
Cornerstone Planning Group first reported a position in Ericsson in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Ericsson position peaked at $4.45K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.