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Family Management’s Ericsson ERIC Stock Holding History

Family Management’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 		$230K Buy
20,632
+1,684
+9% +$20.3K 0.02% 255
2026
Q1 		$214K Buy
18,948
+2,069
+12% +$22.4K 0.03% 249
2025
Q4 		$163K Sell
16,879
-15,610
-48% -$148K 0.02% 237
2025
Q3 		$269K Buy
32,489
+16,471
+103% +$129K 0.04% 173
2025
Q2 		$136K Buy
+16,018
New +$132K 0.02% 192

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

Family Management's ERIC Position: Q2 2026 in Review

Family Management increased its Ericsson (ERIC) stake by 8.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 20,632 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #255.

Family Management first reported a position in ERIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $269K in Q3 2025. 390 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Family Management held 20,632 shares of Ericsson worth $230K as of Q2 2026.
  • Family Management bought 1,684 Ericsson shares in Q2 2026, an estimated $20.3K.
  • Ericsson made up 0.02% of Family Management's portfolio in Q2 2026, its #255 holding.
  • Family Management first reported a position in Ericsson in Q2 2025 and has held it in 5 quarters since.
  • Family Management's Ericsson position peaked at $269K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.