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Elevation Wealth Partners’s Ericsson ERIC Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.76K Buy
848
+240
+39% +$2.42K ﹤0.01% 982
2026
Q2 		$6.78K Buy
+608
New +$7.33K ﹤0.01% 935

Other funds holding ERIC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's ERIC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Ericsson (ERIC) stake by 39% in Q3 2026, buying an estimated $2.42K and bringing the position to 848 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Elevation Wealth Partners first reported a position in ERIC in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Elevation Wealth Partners held 848 shares of Ericsson worth $7.76K as of Q3 2026.
  • Elevation Wealth Partners bought 240 Ericsson shares in Q3 2026, an estimated $2.42K.
  • Ericsson made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #982 holding.
  • Elevation Wealth Partners first reported a position in Ericsson in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.