EI
ERIC icon

Ellevest Inc’s Ericsson ERIC Stock Holding History

Ellevest Inc’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 		$122K Buy
10,943
+7
+0.1% +$84 0.01% 456
2026
Q1 		$123K Buy
10,936
+323
+3% +$3.5K 0.02% 424
2025
Q4 		$102K Buy
+10,613
New +$101K 0.01% 420
2025
Q2 		– Sell
-13,443
Closed -$104K – 404
2025
Q1 		$104K Sell
13,443
-1,036
-7% -$8.37K 0.01% 386
2024
Q4 		$117K Sell
14,479
-747
-5% -$6.07K 0.01% 401
2024
Q3 		$115K Buy
+15,226
New +$107K 0.01% 417
2023
Q1 		– Sell
-277
Closed -$1.62K – 1946
2022
Q4 		$1.62K Sell
277
-3,664
-93% -$22K ﹤0.01% 1421
2022
Q3 		$23K Buy
3,941
+1,308
+50% +$9.37K ﹤0.01% 774
2022
Q2 		$19K Buy
2,633
+1,951
+286% +$15.9K ﹤0.01% 763
2022
Q1 		$6K Sell
682
-360
-35% -$3.75K ﹤0.01% 979
2021
Q4 		$11K Sell
1,042
-167
-14% -$1.83K ﹤0.01% 837
2021
Q3 		$14K Sell
1,209
-479
-28% -$5.66K ﹤0.01% 746
2021
Q2 		$21K Sell
1,688
-1,508
-47% -$20.2K ﹤0.01% 634
2021
Q1 		$42K Sell
3,196
-629
-16% -$8.01K 0.01% 515
2020
Q4 		$46K Buy
3,825
+1,680
+78% +$19.7K 0.01% 477
2020
Q3 		$23K Buy
2,145
+1,081
+102% +$11.9K ﹤0.01% 502
2020
Q2 		$10K Buy
1,064
+767
+258% +$6.66K ﹤0.01% 614
2020
Q1 		$2K Buy
+297
New +$2.43K ﹤0.01% 760

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

Ellevest Inc's ERIC Position: Q2 2026 in Review

Ellevest Inc increased its Ericsson (ERIC) stake by 0.06% in Q2 2026, buying an estimated $84 and bringing the position to 10,943 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #456.

Ellevest Inc first reported a position in ERIC in Q1 2020 and has held it in 18 quarters since. The position peaked at $123K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Ellevest Inc held 10,943 shares of Ericsson worth $122K as of Q2 2026.
  • Ellevest Inc bought 7 Ericsson shares in Q2 2026, an estimated $84.
  • Ericsson made up 0.01% of Ellevest Inc's portfolio in Q2 2026, its #456 holding.
  • Ellevest Inc first reported a position in Ericsson in Q1 2020 and has held it in 18 quarters since.
  • Ellevest Inc's Ericsson position peaked at $123K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.