CVA Family Office’s Ericsson ERIC Stock Holding History

CVA Family Office’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	$3.69K	Hold	331	–	–	﹤0.01%	1369
2026 Q1	$3.73K	Hold	331	–	–	﹤0.01%	1340
2025 Q4	$3.19K	Hold	331	–	–	﹤0.01%	931
2025 Q3	$2.74K	Sell	331 -142	-30%	-$1.11K	﹤0.01%	962
2025 Q2	$4.01K	Hold	473	–	–	﹤0.01%	917
2025 Q1	$3.67K	Hold	473	–	–	﹤0.01%	938
2024 Q4	$3.81K	Hold	473	–	–	﹤0.01%	916
2024 Q3	$3.58K	Hold	473	–	–	﹤0.01%	895
2024 Q2	$2.92K	Hold	473	–	–	﹤0.01%	902
2024 Q1	$2.61K	Hold	473	–	–	﹤0.01%	902
2023 Q4	$2.98K	Buy	+473	New	+$2.4K	﹤0.01%	862
2023 Q3	–	Sell	-195	Closed	-$1.06K	–	456
2023 Q2	$1.06K	Buy	+195	New	+$1.05K	﹤0.01%	937
2022 Q1	–	Sell	-3,931	Closed	-$43K	–	959
2021 Q4	$43K	Buy	+3,931	New	+$43K	0.01%	381
2021 Q3	–	Sell	-3,931	Closed	-$49K	–	520
2021 Q2	$49K	Buy	+3,931	New	+$52.6K	0.01%	370

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

CVA Family Office's ERIC Position: Q2 2026 in Review

CVA Family Office held its Ericsson (ERIC) position steady in Q2 2026 at 331 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

CVA Family Office first reported a position in ERIC in Q2 2021 and has held it in 14 quarters since. The position peaked at $49K in Q2 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

CVA Family Office held 331 shares of Ericsson worth $3.69K as of Q2 2026.
CVA Family Office left its Ericsson share count unchanged in Q2 2026.
Ericsson made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1369 holding.
CVA Family Office first reported a position in Ericsson in Q2 2021 and has held it in 14 quarters since.
CVA Family Office's Ericsson position peaked at $49K in Q2 2021.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.