Envestnet Portfolio Solutions’s Ericsson ERIC Stock Holding History

Envestnet Portfolio Solutions’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	$199K	Sell	17,860 -1,772	-9%	-$21.4K	﹤0.01%	1361
2026 Q1	$221K	Sell	19,632 -10,696	-35%	-$116K	﹤0.01%	1234
2025 Q4	$293K	Buy	30,328 +3,834	+14%	+$36.3K	﹤0.01%	1290
2025 Q3	$219K	Buy	26,494 +444	+2%	+$3.47K	﹤0.01%	1390
2025 Q2	$221K	Buy	26,050 +4,064	+18%	+$33.4K	﹤0.01%	1466
2025 Q1	$171K	Sell	21,986 -37,054	-63%	-$299K	﹤0.01%	1514
2024 Q4	$476K	Buy	59,040 +35,234	+148%	+$286K	﹤0.01%	1271
2024 Q3	$180K	Buy	+23,806	New	+$167K	﹤0.01%	1661

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Portfolio Solutions's ERIC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Ericsson (ERIC) stake by 9% in Q2 2026, selling an estimated $21.4K and leaving 17,860 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Envestnet Portfolio Solutions first reported a position in ERIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $476K in Q4 2024. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Envestnet Portfolio Solutions held 17,860 shares of Ericsson worth $199K as of Q2 2026.
Envestnet Portfolio Solutions sold 1,772 Ericsson shares in Q2 2026, an estimated $21.4K.
Ericsson made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1361 holding.
Envestnet Portfolio Solutions first reported a position in Ericsson in Q3 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's Ericsson position peaked at $476K in Q4 2024.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.