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Curated Wealth Partners’s Ericsson ERIC Stock Holding History

Curated Wealth Partners’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 		$159K Buy
+150,023
New +$1.81M 0.02% 545

Other funds holding ERIC

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Curated Wealth Partners's ERIC Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Ericsson (ERIC) in Q2 2026: 150,023 shares worth $159K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings.

102 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Curated Wealth Partners held 150,023 shares of Ericsson worth $159K as of Q2 2026.
  • Ericsson was a new Curated Wealth Partners position in Q2 2026.
  • Ericsson made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #545 holding.
  • 102 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.