Diversified Trust’s Ericsson ERIC Stock Holding History

Diversified Trust’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	$3.47M	Buy	311,000 +71	+0%	+$856	0.06%	173
2026 Q1	$3.5M	Buy	310,929 +2,721	+0.9%	+$29.5K	0.07%	164
2025 Q4	$2.97M	Sell	308,208 -79,632	-21%	-$754K	0.05%	185
2025 Q3	$3.21M	Buy	387,840 +49,363	+15%	+$386K	0.06%	169
2025 Q2	$2.87M	Sell	338,477 -5,488	-2%	-$45.1K	0.06%	173
2025 Q1	$2.67M	Hold	343,965	–	–	0.07%	169
2024 Q4	$2.77M	Buy	343,965 +140,116	+69%	+$1.14M	0.07%	172
2024 Q3	$1.55M	Buy	+203,849	New	+$1.43M	0.04%	271
2021 Q1	–	Sell	-42,693	Closed	-$510K	–	799
2020 Q4	$510K	Hold	42,693	–	–	0.02%	336
2020 Q3	$465K	Buy	+42,693	New	+$471K	0.02%	330

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

Diversified Trust's ERIC Position: Q2 2026 in Review

Diversified Trust increased its Ericsson (ERIC) stake by 0.02% in Q2 2026, buying an estimated $856 and bringing the position to 311,000 shares worth $3.47M. The position accounts for 0.06% of the portfolio, ranked #173.

Diversified Trust first reported a position in ERIC in Q3 2020 and has held it in 10 quarters since. The position peaked at $3.5M in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Diversified Trust held 311,000 shares of Ericsson worth $3.47M as of Q2 2026.
Diversified Trust bought 71 Ericsson shares in Q2 2026, an estimated $856.
Ericsson made up 0.06% of Diversified Trust's portfolio in Q2 2026, its #173 holding.
Diversified Trust first reported a position in Ericsson in Q3 2020 and has held it in 10 quarters since.
Diversified Trust's Ericsson position peaked at $3.5M in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.