EWM
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Empirical Wealth Management’s Ericsson ERIC Stock Holding History

Empirical 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 		$571K Sell
51,199
-2,706
-5% -$32.6K 0.01% 628
2026
Q1 		$608K Buy
53,905
+5,816
+12% +$63K 0.01% 509
2025
Q4 		$464K Buy
+48,089
New +$455K 0.01% 543

Other funds holding ERIC

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Empirical Wealth Management reduced its Ericsson (ERIC) stake by 5% in Q2 2026, selling an estimated $32.6K and leaving 51,199 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #628.

Empirical Wealth Management first reported a position in ERIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $608K in Q1 2026. 243 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Empirical Wealth Management held 51,199 shares of Ericsson worth $571K as of Q2 2026.
  • Empirical Wealth Management sold 2,706 Ericsson shares in Q2 2026, an estimated $32.6K.
  • Ericsson made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #628 holding.
  • Empirical Wealth Management first reported a position in Ericsson in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Ericsson position peaked at $608K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.