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
2026 Q2	$108K	Buy	+11,200	New	+$135K	﹤0.01%	1221
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 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

Diversify Advisory Services's ERIC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Ericsson (ERIC) in Q2 2026: 11,200 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ERIC as recently as Q2 2025.

Diversify Advisory Services first reported a position in ERIC in Q4 2024 and has held it in 4 quarters since. The position peaked at $320K in Q2 2025. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Diversify Advisory Services held 11,200 shares of Ericsson worth $108K as of Q2 2026.
Ericsson was a new Diversify Advisory Services position in Q2 2026.
Ericsson made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1221 holding.
Diversify Advisory Services first reported a position in Ericsson in Q4 2024 and has held it in 4 quarters since.
Diversify Advisory Services's Ericsson position peaked at $320K in Q2 2025.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.