Crewe Advisors’s Ericsson ERIC Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-100	Closed	-$965	–	1071
2025 Q4	$965	Hold	100	–	–	﹤0.01%	993
2025 Q3	$827	Hold	100	–	–	﹤0.01%	927
2025 Q2	$848	Buy	+100	New	+$822	﹤0.01%	623
2023 Q1	–	Sell	-66	Closed	-$385	–	882
2022 Q4	$385	Buy	+66	New	+$397	﹤0.01%	978
2020 Q4	–	Sell	-210	Closed	-$2K	–	521
2020 Q3	$2K	Buy	+210	New	+$2.32K	﹤0.01%	497

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crewe Advisors's ERIC Position: Q1 2026 in Review

Crewe Advisors sold out of Ericsson (ERIC) in Q1 2026, closing a stake of 100 shares — an estimated $965 sold.

Crewe Advisors first reported a position in ERIC in Q3 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Crewe Advisors reported no remaining Ericsson position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 100 Ericsson shares in Q1 2026, an estimated $965.
Crewe Advisors first reported a position in Ericsson in Q3 2020 and held it in 5 quarters.
Crewe Advisors's Ericsson position peaked at $2K in Q3 2020.
377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.