Diversify Wealth Management’s Ericsson ERIC Stock Holding History

Diversify Wealth Management’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 +609	+6%	+$7.34K	﹤0.01%	1221
2026 Q1	$121K	Sell	10,591 -809	-7%	-$8.76K	﹤0.01%	1117
2025 Q4	$107K	Sell	11,400 -4,566	-29%	-$43.2K	0.01%	610
2025 Q3	$164K	Sell	15,966 -122,811	-88%	-$961K	0.01%	523
2025 Q2	$1.06M	Buy	138,777 +19,769	+17%	+$162K	0.07%	259
2025 Q1	$988K	Buy	119,008 +18,360	+18%	+$148K	0.07%	246
2024 Q4	$818K	Buy	+100,648	New	+$818K	0.06%	249

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 Wealth Management's ERIC Position: Q2 2026 in Review

Diversify Wealth Management increased its Ericsson (ERIC) stake by 5.8% in Q2 2026, buying an estimated $7.34K and bringing the position to 11,200 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Diversify Wealth Management first reported a position in ERIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2025. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Diversify Wealth Management held 11,200 shares of Ericsson worth $108K as of Q2 2026.
Diversify Wealth Management bought 609 Ericsson shares in Q2 2026, an estimated $7.34K.
Ericsson made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1221 holding.
Diversify Wealth Management first reported a position in Ericsson in Q4 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Ericsson position peaked at $1.06M in Q2 2025.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.