Cornerstone Planning Group
ERIC icon

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
Q3 		– Sell
-311
Closed -$2.95K – 635
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

Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cornerstone Planning Group's ERIC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Ericsson (ERIC) in Q3 2026, closing a stake of 311 shares — an estimated $2.95K sold.

Cornerstone Planning Group first reported a position in ERIC in Q2 2024 and held it in 9 quarters. The position peaked at $4.45K in Q1 2026. 73 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Ericsson position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 311 Ericsson shares in Q3 2026, an estimated $2.95K.
  • Cornerstone Planning Group first reported a position in Ericsson in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Ericsson position peaked at $4.45K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.