Envestnet Asset Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.9M | Buy |
1,250,507
+272,423
| +28% | +$3.28M | ﹤0.01% | 1709 |
|
|
2026
Q1 | $11M | Buy |
978,084
+26,941
| +3% | +$292K | ﹤0.01% | 1766 |
|
|
2025
Q4 | $9.18M | Sell |
951,143
-126,505
| -12% | -$1.2M | ﹤0.01% | 1753 |
|
|
2025
Q3 | $8.91M | Sell |
1,077,648
-197,398
| -15% | -$1.54M | ﹤0.01% | 1839 |
|
|
2025
Q2 | $10.8M | Buy |
1,275,046
+255,232
| +25% | +$2.1M | ﹤0.01% | 1682 |
|
|
2025
Q1 | $7.91M | Sell |
1,019,814
-157,547
| -13% | -$1.27M | ﹤0.01% | 1816 |
|
|
2024
Q4 | $9.49M | Buy |
1,177,361
+779,639
| +196% | +$6.34M | ﹤0.01% | 1691 |
|
|
2024
Q3 | $3.01M | Sell |
397,722
-11,382
| -3% | -$79.6K | ﹤0.01% | 2412 |
|
|
2024
Q2 | $2.52M | Sell |
409,104
-100,757
| -20% | -$563K | ﹤0.01% | 2466 |
|
|
2024
Q1 | $2.81M | Buy |
509,861
+263,372
| +107% | +$1.48M | ﹤0.01% | 2360 |
|
|
2023
Q4 | $1.55M | Sell |
246,489
-33,087
| -12% | -$168K | ﹤0.01% | 2625 |
|
|
2023
Q3 | $1.36M | Sell |
279,576
-271,860
| -49% | -$1.38M | ﹤0.01% | 2595 |
|
|
2023
Q2 | $3.01M | Sell |
551,436
-573,012
| -51% | -$3.07M | ﹤0.01% | 2021 |
|
|
2023
Q1 | $2.7M | Buy |
1,124,448
+432,390
| +62% | +$2.47M | ﹤0.01% | 2018 |
|
|
2022
Q4 | $4.04M | Sell |
692,058
-4,956
| -0.7% | -$29.8K | ﹤0.01% | 1714 |
|
|
2022
Q3 | $4M | Buy |
697,014
+232,415
| +50% | +$1.67M | ﹤0.01% | 1648 |
|
|
2022
Q2 | $3.44M | Sell |
464,599
-454,000
| -49% | -$3.71M | ﹤0.01% | 1747 |
|
|
2022
Q1 | $8.4M | Buy |
918,599
+171,115
| +23% | +$1.78M | ﹤0.01% | 1310 |
|
|
2021
Q4 | $8.13M | Sell |
747,484
-19,825
| -3% | -$217K | ﹤0.01% | 1304 |
|
|
2021
Q3 | $8.59M | Sell |
767,309
-182,239
| -19% | -$2.15M | ﹤0.01% | 1224 |
|
|
2021
Q2 | $11.9M | Buy |
949,548
+48,389
| +5% | +$648K | 0.01% | 1025 |
|
|
2021
Q1 | $11.9M | Buy |
901,159
+364,608
| +68% | +$4.64M | 0.01% | 957 |
|
|
2020
Q4 | $6.41M | Sell |
536,551
-103,023
| -16% | -$1.21M | ﹤0.01% | 1152 |
|
|
2020
Q3 | $6.96M | Sell |
639,574
-104,097
| -14% | -$1.15M | 0.01% | 976 |
|
|
2020
Q2 | $6.92M | Sell |
743,671
-41,225
| -5% | -$358K | 0.01% | 953 |
|
|
2020
Q1 | $6.35M | Buy |
784,896
+147,677
| +23% | +$1.21M | 0.01% | 869 |
|
|
2019
Q4 | $5.59M | Buy |
637,219
+12,928
| +2% | +$114K | 0.01% | 1074 |
|
|
2019
Q3 | $4.98M | Sell |
624,291
-323,031
| -34% | -$2.75M | 0.01% | 1064 |
|
|
2019
Q2 | $9M | Buy |
947,322
+53,915
| +6% | +$522K | 0.01% | 774 |
|
|
2019
Q1 | $8.2M | Buy |
893,407
+35,001
| +4% | +$316K | 0.01% | 772 |
|
|
2018
Q4 | $7.61M | Buy |
858,406
+405,114
| +89% | +$3.52M | 0.01% | 711 |
|
|
2018
Q3 | $3.99M | Buy |
453,292
+428,055
| +1,696% | +$3.51M | 0.01% | 468 |
|
|
2018
Q2 | $194K | Sell |
25,237
-3,294
| -12% | -$24.1K | ﹤0.01% | 1681 |
|
|
2018
Q1 | $186K | Sell |
28,531
-127,368
| -82% | -$857K | ﹤0.01% | 1620 |
|
|
2017
Q4 | $1.04M | Sell |
155,899
-58,360
| -27% | -$364K | ﹤0.01% | 1191 |
|
|
2017
Q3 | $1.23M | Sell |
214,259
-10,026
| -4% | -$62K | ﹤0.01% | 1082 |
|
|
2017
Q2 | $1.61M | Sell |
224,285
-359,218
| -62% | -$2.44M | ﹤0.01% | 1009 |
|
|
2017
Q1 | $3.87M | Buy |
583,503
+212,593
| +57% | +$1.31M | 0.01% | 667 |
|
|
2016
Q4 | $2.16M | Sell |
370,910
-331,955
| -47% | -$1.83M | 0.01% | 884 |
|
|
2016
Q3 | $5.07M | Buy |
702,865
+17,206
| +3% | +$125K | 0.02% | 580 |
|
|
2016
Q2 | $5.27M | Buy |
685,659
+26,263
| +4% | +$215K | 0.02% | 599 |
|
|
2016
Q1 | $6.61M | Buy |
659,396
+22,225
| +3% | +$205K | 0.03% | 490 |
|
|
2015
Q4 | $6.12M | Buy |
637,171
+48,163
| +8% | +$469K | 0.03% | 497 |
|
|
2015
Q3 | $5.76M | Buy |
589,008
+140,430
| +31% | +$1.42M | 0.03% | 504 |
|
|
2015
Q2 | $4.68M | Buy |
448,578
+141,268
| +46% | +$1.64M | 0.02% | 627 |
|
|
2015
Q1 | $3.86M | Buy |
307,310
+296,271
| +2,684% | +$3.71M | 0.02% | 667 |
|
|
2014
Q4 | $134K | Sell |
11,039
-254
| -2% | -$3.06K | ﹤0.01% | 1096 |
|
|
2014
Q3 | $142K | Sell |
11,293
-4,506
| -29% | -$55.9K | ﹤0.01% | 1188 |
|
|
2014
Q2 | $191K | Buy |
15,799
+685
| +5% | +$8.53K | ﹤0.01% | 1011 |
|
|
2014
Q1 | $201K | Sell |
15,114
-51,422
| -77% | -$642K | ﹤0.01% | 896 |
|
|
2013
Q4 | $814K | Buy |
66,536
+5,320
| +9% | +$66.1K | 0.01% | 500 |
|
|
2013
Q3 | $817K | Sell |
61,216
-86
| -0.1% | -$1.07K | 0.01% | 474 |
|
|
2013
Q2 | $691K | Buy |
+61,302
| New | +$733K | 0.01% | 489 |
|
Other funds holding ERIC
Envestnet Asset Management's ERIC Position: Q2 2026 in Review
Envestnet Asset Management increased its Ericsson (ERIC) stake by 28% in Q2 2026, buying an estimated $3.28M and bringing the position to 1,250,507 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1709.
Envestnet Asset Management first reported a position in ERIC in Q2 2013 and has held it in 53 quarters since. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.
- Envestnet Asset Management held 1,250,507 shares of Ericsson worth $13.9M as of Q2 2026.
- Envestnet Asset Management bought 272,423 Ericsson shares in Q2 2026, an estimated $3.28M.
- Ericsson made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1709 holding.
- Envestnet Asset Management first reported a position in Ericsson in Q2 2013 and has held it in 53 quarters since.
- 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.