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Dogwood Wealth Management’s Ericsson ERIC Stock Holding History

Dogwood 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 		$3.88K Hold
348
– – ﹤0.01% 554
2026
Q1 		$3.92K Hold
348
– – ﹤0.01% 525
2025
Q4 		$3.36K Hold
348
– – ﹤0.01% 483
2025
Q3 		$2.88K Sell
348
-244
-41% -$1.91K ﹤0.01% 483
2025
Q2 		$5.06K Buy
+592
New +$4.87K ﹤0.01% 429

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Dogwood Wealth Management's ERIC Position: Q2 2026 in Review

Dogwood Wealth Management held its Ericsson (ERIC) position steady in Q2 2026 at 348 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Dogwood Wealth Management first reported a position in ERIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.06K in Q2 2025. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Dogwood Wealth Management held 348 shares of Ericsson worth $3.88K as of Q2 2026.
  • Dogwood Wealth Management left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Dogwood Wealth Management first reported a position in Ericsson in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Ericsson position peaked at $5.06K in Q2 2025.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.