Cresset Asset Management’s Ericsson ERIC Stock Holding History

Cresset Asset Management’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	$213K	Sell	19,078 -4,505	-19%	-$54.3K	﹤0.01%	1564
2026 Q1	$266K	Buy	23,583 +5,027	+27%	+$54.4K	﹤0.01%	1329
2025 Q4	$179K	Sell	18,556 -362	-2%	-$3.43K	﹤0.01%	1510
2025 Q3	$159K	Buy	18,918 +244	+1%	+$1.91K	﹤0.01%	1455
2025 Q2	$158K	Sell	18,674 -12,861	-41%	-$106K	﹤0.01%	1324
2025 Q1	$249K	Sell	31,535 -4,990	-14%	-$40.3K	﹤0.01%	1419
2024 Q4	$294K	Sell	36,525 -68,527	-65%	-$557K	﹤0.01%	1361
2024 Q3	$796K	Sell	105,052 -31,283	-23%	-$219K	﹤0.01%	1279
2024 Q2	$841K	Buy	136,335 +9,479	+7%	+$53K	﹤0.01%	1164
2024 Q1	$699K	Sell	126,856 -9,344	-7%	-$52.7K	﹤0.01%	1168
2023 Q4	$858K	Sell	136,200 -15,835	-10%	-$80.3K	0.01%	964
2023 Q3	$757K	Buy	152,035 +47,625	+46%	+$242K	﹤0.01%	974
2023 Q2	$569K	Buy	104,410 +93,562	+862%	+$502K	﹤0.01%	1216
2023 Q1	$64.9K	Buy	+10,848	New	+$61.9K	﹤0.01%	782
2022 Q4	–	Sell	-13,165	Closed	-$75K	–	790
2022 Q3	$75K	Sell	13,165 -5,303	-29%	-$38K	﹤0.01%	844
2022 Q2	$137K	Buy	18,468 +3,719	+25%	+$30.4K	﹤0.01%	866
2022 Q1	$137K	Sell	14,749 -3,003	-17%	-$31.3K	﹤0.01%	932
2021 Q4	$193K	Sell	17,752 -9,976	-36%	-$109K	﹤0.01%	1054
2021 Q3	$314K	Buy	27,728 +4,713	+20%	+$55.7K	﹤0.01%	825
2021 Q2	$289K	Buy	23,015 +394	+2%	+$5.27K	﹤0.01%	788
2021 Q1	$301K	Buy	22,621 +3,285	+17%	+$41.8K	﹤0.01%	675
2020 Q4	$231K	Buy	19,336 +729	+4%	+$8.54K	﹤0.01%	653
2020 Q3	$203K	Hold	18,607	–	–	﹤0.01%	641
2020 Q2	$173K	Buy	18,607 +339	+2%	+$2.94K	﹤0.01%	608
2020 Q1	$148K	Sell	18,268 -3,079	-14%	-$25.2K	﹤0.01%	534
2019 Q4	$187K	Hold	21,347	–	–	0.01%	568
2019 Q3	$170K	Buy	21,347 +3,191	+18%	+$27.2K	0.01%	509
2019 Q2	$172K	Hold	18,156	–	–	0.01%	456
2019 Q1	$169K	Buy	18,156 +8,388	+86%	+$75.8K	0.01%	416
2018 Q4	$87K	Buy	+9,768	New	+$84.9K	0.01%	356

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

Cresset Asset Management's ERIC Position: Q2 2026 in Review

Cresset Asset Management reduced its Ericsson (ERIC) stake by 19% in Q2 2026, selling an estimated $54.3K and leaving 19,078 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Cresset Asset Management first reported a position in ERIC in Q4 2018 and has held it in 30 quarters since. The position peaked at $858K in Q4 2023. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Cresset Asset Management held 19,078 shares of Ericsson worth $213K as of Q2 2026.
Cresset Asset Management sold 4,505 Ericsson shares in Q2 2026, an estimated $54.3K.
Ericsson made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1564 holding.
Cresset Asset Management first reported a position in Ericsson in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's Ericsson position peaked at $858K in Q4 2023.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.