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Endowment Wealth Management’s Ericsson ERIC Stock Holding History

Endowment 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 		$112K Buy
+10,008
New +$121K 0.04% 173
2025
Q4 		– Sell
-11,605
Closed -$96K – 152
2025
Q3 		$96K Buy
11,605
+769
+7% +$6.02K 0.04% 153
2025
Q2 		$91.9K Buy
+10,836
New +$89.1K 0.05% 151
2025
Q1 		– Sell
-11,276
Closed -$90.9K – 151
2024
Q4 		$90.9K Buy
+11,276
New +$91.6K 0.06% 132

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

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

Endowment Wealth Management opened a new position in Ericsson (ERIC) in Q2 2026: 10,008 shares worth $112K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings. This is a return to the name: Endowment Wealth Management previously reported a position in ERIC as recently as Q3 2025.

Endowment Wealth Management first reported a position in ERIC in Q4 2024 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Endowment Wealth Management held 10,008 shares of Ericsson worth $112K as of Q2 2026.
  • Ericsson was a new Endowment Wealth Management position in Q2 2026.
  • Ericsson made up 0.04% of Endowment Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Endowment Wealth Management first reported a position in Ericsson in Q4 2024 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

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