EWA
ERIC icon

EverSource Wealth Advisors’s Ericsson ERIC Stock Holding History

EverSource Wealth Advisors’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 		$79.4K Sell
7,125
-2,257
-24% -$27.2K ﹤0.01% 1504
2026
Q1 		$106K Buy
9,382
+2,647
+39% +$28.7K ﹤0.01% 1396
2025
Q4 		$65K Sell
6,735
-5,489
-45% -$52K ﹤0.01% 1572
2025
Q3 		$101K Sell
12,224
-1,909
-14% -$14.9K ﹤0.01% 1269
2025
Q2 		$120K Buy
14,133
+2,651
+23% +$21.8K 0.01% 1098
2025
Q1 		$89.1K Sell
11,482
-20,488
-64% -$165K ﹤0.01% 955
2024
Q4 		$258K Buy
31,970
+24,525
+329% +$199K 0.01% 557
2024
Q3 		$56.4K Buy
7,445
+154
+2% +$1.08K ﹤0.01% 1018
2024
Q2 		$50.2K Buy
7,291
+301
+4% +$1.68K ﹤0.01% 1090
2024
Q1 		$35.1K Sell
6,990
-75
-1% -$423 ﹤0.01% 1123
2023
Q4 		$44.5K Sell
7,065
-5,823
-45% -$29.5K ﹤0.01% 944
2023
Q3 		$62.6K Buy
12,888
+4,411
+52% +$22.4K 0.01% 736
2023
Q2 		$46.2K Buy
8,477
+7,349
+652% +$39.4K 0.01% 871
2023
Q1 		$6.6K Sell
1,128
-6,588
-85% -$37.6K ﹤0.01% 1544
2022
Q4 		$45.1K Buy
+7,716
New +$46.4K 0.01% 799
2022
Q1 		– Sell
-522
Closed -$6K – 1752
2021
Q4 		$6K Buy
+522
New +$5.71K ﹤0.01% 1176

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

EverSource Wealth Advisors's ERIC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ericsson (ERIC) stake by 24% in Q2 2026, selling an estimated $27.2K and leaving 7,125 shares worth $79.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

EverSource Wealth Advisors first reported a position in ERIC in Q4 2021 and has held it in 16 quarters since. The position peaked at $258K in Q4 2024. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • EverSource Wealth Advisors held 7,125 shares of Ericsson worth $79.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,257 Ericsson shares in Q2 2026, an estimated $27.2K.
  • Ericsson made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1504 holding.
  • EverSource Wealth Advisors first reported a position in Ericsson in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Ericsson position peaked at $258K in Q4 2024.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.