Financial Gravity Asset Management’s Ericsson ERIC Stock Holding History

Financial Gravity Asset 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 Q1	$11	Hold	1	–	–	﹤0.01%	926
2025 Q4	$10	Buy	+1	New	+$9	﹤0.01%	747
2024 Q1	–	Sell	-80	Closed	-$497	–	1235
2023 Q4	$497	Buy	+80	New	+$406	﹤0.01%	878
2021 Q3	$11K	Sell	450 -433	-49%	-$5.12K	0.01%	873
2021 Q2	$13K	Buy	+883	New	+$11.8K	﹤0.01%	881
2020 Q4	$13K	Buy	+1,110	New	+$13K	0.01%	161
2019 Q4	$9K	Sell	13,625 -8,155	-37%	-$72.2K	0.01%	1205
2019 Q3	$174K	Sell	21,780 -6,432	-23%	-$54.9K	0.15%	131
2019 Q2	$268K	Sell	28,212 -7,088	-20%	-$68.7K	0.22%	106
2019 Q1	$330K	Buy	+35,300	New	+$319K	0.27%	87
2018 Q3	$231K	Buy	27,043 +2,542	+10%	+$20.8K	0.24%	91
2018 Q2	$190K	Buy	24,501 +6,009	+32%	+$44K	0.18%	127
2018 Q1	$138K	Buy	+18,492	New	+$124K	0.14%	151

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's ERIC Position: Q1 2026 in Review

Financial Gravity Asset Management held its Ericsson (ERIC) position steady in Q1 2026 at 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Financial Gravity Asset Management first reported a position in ERIC in Q1 2018 and has held it in 13 quarters since. The position peaked at $330K in Q1 2019. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Financial Gravity Asset Management held 1 share of Ericsson worth $11 as of Q1 2026.
Financial Gravity Asset Management left its Ericsson share count unchanged in Q1 2026.
Ericsson made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #926 holding.
Financial Gravity Asset Management first reported a position in Ericsson in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Ericsson position peaked at $330K in Q1 2019.
377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.