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Crestwood Advisors Group’s Ericsson ERIC Stock Holding History

Crestwood Advisors 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 		$134K Buy
12,003
+750
+7% +$9.04K ﹤0.01% 846
2026
Q1 		$127K Buy
+11,253
New +$122K ﹤0.01% 752

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

Crestwood Advisors Group's ERIC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Ericsson (ERIC) stake by 6.7% in Q2 2026, buying an estimated $9.04K and bringing the position to 12,003 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Crestwood Advisors Group first reported a position in ERIC in Q1 2026 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Crestwood Advisors Group held 12,003 shares of Ericsson worth $134K as of Q2 2026.
  • Crestwood Advisors Group bought 750 Ericsson shares in Q2 2026, an estimated $9.04K.
  • Ericsson made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #846 holding.
  • Crestwood Advisors Group first reported a position in Ericsson in Q1 2026 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.