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Diversify Advisory Services’s Ericsson ERIC Stock Holding History

Diversify Advisory Services’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
2025
Q3 		– Sell
-42,021
Closed -$320K – 887
2025
Q2 		$320K Buy
42,021
+8,361
+25% +$68.7K 0.01% 670
2025
Q1 		$279K Buy
33,660
+13,293
+65% +$107K 0.02% 518
2024
Q4 		$166K Buy
+20,367
New +$166K 0.01% 599

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Diversify Advisory Services's ERIC Position: Q3 2025 in Review

Diversify Advisory Services sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 42,021 shares — an estimated $320K sold.

Diversify Advisory Services first reported a position in ERIC in Q4 2024 and held it in 3 quarters. The position peaked at $320K in Q2 2025. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • Diversify Advisory Services reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 42,021 Ericsson shares in Q3 2025, an estimated $320K.
  • Diversify Advisory Services first reported a position in Ericsson in Q4 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Ericsson position peaked at $320K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.