EI
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Ethic Inc’s Ericsson ERIC Stock Holding History

Ethic 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 		$3.32M Buy
297,588
+26,251
+10% +$316K 0.04% 382
2026
Q1 		$3.06M Sell
271,337
-6,641
-2% -$71.9K 0.05% 359
2025
Q4 		$2.68M Buy
277,978
+17,864
+7% +$169K 0.04% 401
2025
Q3 		$2.15M Buy
260,114
+12,155
+5% +$95.1K 0.04% 427
2025
Q2 		$2.09M Sell
247,959
-26,653
-10% -$219K 0.04% 423
2025
Q1 		$2.14M Buy
274,612
+1,198
+0.4% +$9.67K 0.04% 397
2024
Q4 		$2.2M Buy
273,414
+106,980
+64% +$870K 0.04% 394
2024
Q3 		$917K Sell
166,434
-27,214
-14% -$190K 0.02% 592
2024
Q2 		$1.19M Buy
193,648
+27,214
+16% +$152K 0.03% 521
2024
Q1 		$917K Buy
166,434
+48,179
+41% +$272K 0.02% 592
2023
Q4 		$745K Buy
118,255
+12,704
+12% +$64.4K 0.02% 626
2023
Q3 		$513K Buy
105,551
+6,521
+7% +$33.2K 0.02% 673
2023
Q2 		$540K Sell
99,030
-1,055
-1% -$5.66K 0.02% 629
2023
Q1 		$585K Sell
100,085
-31,137
-24% -$178K 0.02% 607
2022
Q4 		$766K Buy
131,222
+41,236
+46% +$248K 0.04% 440
2022
Q3 		$517K Sell
89,986
-3,476
-4% -$24.9K 0.04% 485
2022
Q2 		$692K Buy
93,462
+8,890
+11% +$72.6K 0.05% 393
2022
Q1 		$773K Buy
84,572
+49,370
+140% +$514K 0.05% 360
2021
Q4 		$383K Sell
35,202
-828
-2% -$9.05K 0.03% 466
2021
Q3 		$404K Buy
36,030
+13,513
+60% +$160K 0.04% 412
2021
Q2 		$283K Sell
22,517
-2,729
-11% -$36.5K 0.03% 454
2021
Q1 		$333K Buy
25,246
+2,655
+12% +$33.8K 0.06% 357
2020
Q4 		$270K Buy
22,591
+6,834
+43% +$80.1K 0.07% 325
2020
Q3 		$172K Buy
15,757
+2,039
+15% +$22.5K 0.07% 317
2020
Q2 		$128K Buy
13,718
+2,455
+22% +$21.3K 0.07% 258
2020
Q1 		$91K Buy
+11,263
New +$92.1K 0.08% 197

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

Ethic Inc's ERIC Position: Q2 2026 in Review

Ethic Inc increased its Ericsson (ERIC) stake by 9.7% in Q2 2026, buying an estimated $316K and bringing the position to 297,588 shares worth $3.32M. The position accounts for 0.04% of the portfolio, ranked #382.

Ethic Inc first reported a position in ERIC in Q1 2020 and has held it in 26 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Ethic Inc held 297,588 shares of Ericsson worth $3.32M as of Q2 2026.
  • Ethic Inc bought 26,251 Ericsson shares in Q2 2026, an estimated $316K.
  • Ericsson made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #382 holding.
  • Ethic Inc first reported a position in Ericsson in Q1 2020 and has held it in 26 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.