Evergreen Wealth Solutions’s Ericsson ERIC Stock Holding History

Evergreen Wealth 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	$201K	Sell	19,609 -1,475	-7%	-$17.8K	0.01%	505
2026 Q1	$238K	Sell	21,084 -2,218	-10%	-$24K	0.02%	371
2025 Q4	$225K	Sell	23,302 -118	-0.5%	-$1.12K	0.03%	199
2025 Q3	$194K	Buy	+23,420	New	+$183K	0.11%	122
2023 Q2	–	Sell	-10,510	Closed	-$61K	–	105
2023 Q1	$61K	Sell	10,510 -826	-7%	-$4.71K	0.07%	100
2022 Q4	$66K	Buy	11,336 +435	+4%	+$2.61K	0.09%	91
2022 Q3	$63K	Buy	+10,901	New	+$78.1K	0.09%	90

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

Evergreen Wealth Solutions's ERIC Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Ericsson (ERIC) stake by 7% in Q2 2026, selling an estimated $17.8K and leaving 19,609 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #505.

Evergreen Wealth Solutions first reported a position in ERIC in Q3 2022 and has held it in 7 quarters since. The position peaked at $238K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Evergreen Wealth Solutions held 19,609 shares of Ericsson worth $201K as of Q2 2026.
Evergreen Wealth Solutions sold 1,475 Ericsson shares in Q2 2026, an estimated $17.8K.
Ericsson made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #505 holding.
Evergreen Wealth Solutions first reported a position in Ericsson in Q3 2022 and has held it in 7 quarters since.
Evergreen Wealth Solutions's Ericsson position peaked at $238K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.