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Evolve Private Wealth’s Ericsson ERIC Stock Holding History

Evolve Private Wealth’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 		$1.71M Buy
153,115
+2,007
+1% +$24.2K 0.1% 172
2026
Q1 		$1.7M Buy
151,108
+136,582
+940% +$1.48M 0.09% 215
2025
Q4 		$140K Buy
+14,526
New +$138K 0.01% 898

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

Evolve Private Wealth's ERIC Position: Q2 2026 in Review

Evolve Private Wealth increased its Ericsson (ERIC) stake by 1.3% in Q2 2026, buying an estimated $24.2K and bringing the position to 153,115 shares worth $1.71M. The position accounts for 0.1% of the portfolio, ranked #172.

Evolve Private Wealth first reported a position in ERIC in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Evolve Private Wealth held 153,115 shares of Ericsson worth $1.71M as of Q2 2026.
  • Evolve Private Wealth bought 2,007 Ericsson shares in Q2 2026, an estimated $24.2K.
  • Ericsson made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #172 holding.
  • Evolve Private Wealth first reported a position in Ericsson in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.