Creative Financial Designs’s Ericsson ERIC Stock Holding History

Creative Financial Designs’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	$2.02K	Sell	181 -170	-48%	-$2.05K	﹤0.01%	1903
2026 Q1	$3.96K	Buy	351 +170	+94%	+$1.84K	﹤0.01%	1639
2025 Q4	$1.75K	Hold	181	–	–	﹤0.01%	1703
2025 Q3	$1.5K	Buy	+181	New	+$1.42K	﹤0.01%	1739
2025 Q2	–	Sell	-173	Closed	-$1.34K	–	2064
2025 Q1	$1.34K	Buy	+173	New	+$1.4K	﹤0.01%	1728
2021 Q4	–	Sell	-10,941	Closed	-$123K	–	1275
2021 Q3	$123K	Buy	10,941 +2,475	+29%	+$29.2K	0.02%	403
2021 Q2	$107K	Buy	8,466 +624	+8%	+$8.35K	0.02%	432
2021 Q1	$103K	Buy	7,842 +390	+5%	+$4.96K	0.02%	410
2020 Q4	$89K	Buy	7,452 +707	+10%	+$8.28K	0.02%	400
2020 Q3	$73K	Buy	6,745 +6,606	+4,753%	+$72.9K	0.02%	398
2020 Q2	$1K	Buy	+139	New	+$1.21K	﹤0.01%	1093

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

Creative Financial Designs's ERIC Position: Q2 2026 in Review

Creative Financial Designs reduced its Ericsson (ERIC) stake by 48% in Q2 2026, selling an estimated $2.05K and leaving 181 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Creative Financial Designs first reported a position in ERIC in Q2 2020 and has held it in 11 quarters since. The position peaked at $123K in Q3 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Creative Financial Designs held 181 shares of Ericsson worth $2.02K as of Q2 2026.
Creative Financial Designs sold 170 Ericsson shares in Q2 2026, an estimated $2.05K.
Ericsson made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1903 holding.
Creative Financial Designs first reported a position in Ericsson in Q2 2020 and has held it in 11 quarters since.
Creative Financial Designs's Ericsson position peaked at $123K in Q3 2021.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.