Creative Planning
ERIC icon

Creative Planning’s Ericsson ERIC Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-2,000
Closed -$1K – 2093
2018
Q1 		$1K Buy
+2,000
New +$13.5K ﹤0.01% 2011

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

Creative Planning's ERIC Position: Q2 2026 in Review

Creative Planning increased its Ericsson (ERIC) stake by 116% in Q2 2026, buying an estimated $701K and bringing the position to 108,275 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

Creative Planning first reported a position in ERIC in Q2 2013 and has held it in 48 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Creative Planning held 108,275 shares of Ericsson worth $1.21M as of Q2 2026.
  • Creative Planning bought 58,136 Ericsson shares in Q2 2026, an estimated $701K.
  • Ericsson made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2487 holding.
  • Creative Planning first reported a position in Ericsson in Q2 2013 and has held it in 48 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.