Financial Perspectives’s Ericsson ERIC Stock Holding History

Financial Perspectives’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	$51.3K	Hold	4,603	–	–	0.01%	330
2026 Q1	$51.9K	Hold	4,603	–	–	0.01%	307
2025 Q4	$44.4K	Hold	4,603	–	–	0.01%	327
2025 Q3	$38.1K	Hold	4,603	–	–	0.01%	351
2025 Q2	$39K	Hold	4,603	–	–	0.01%	335
2025 Q1	$35.7K	Hold	4,603	–	–	0.01%	329
2024 Q4	$37.1K	Hold	4,603	–	–	0.01%	332
2024 Q3	$34.9K	Hold	4,603	–	–	0.01%	316
2024 Q2	$28.4K	Hold	4,603	–	–	0.01%	330
2024 Q1	$25.4K	Hold	4,603	–	–	0.01%	347
2023 Q4	$29K	Hold	4,603	–	–	0.01%	330
2023 Q3	$22.4K	Hold	4,603	–	–	0.01%	347
2023 Q2	$25.1K	Hold	4,603	–	–	0.01%	335
2023 Q1	$26.9K	Hold	4,603	–	–	0.01%	321
2022 Q4	$26.9K	Hold	4,603	–	–	0.01%	323
2022 Q3	$26.4K	Hold	4,603	–	–	0.01%	313
2022 Q2	$34.1K	Hold	4,603	–	–	0.02%	279
2022 Q1	$42.1K	Hold	4,603	–	–	0.02%	269
2021 Q4	$50K	Buy	+4,603	New	+$50.3K	0.02%	244
2021 Q3	–	Sell	-5,800	Closed	-$73K	–	649
2021 Q2	$73K	Hold	5,800	–	–	0.04%	218
2021 Q1	$76.5K	Hold	5,800	–	–	0.04%	204
2020 Q4	$69.3K	Hold	5,800	–	–	0.04%	194
2020 Q3	$63.2K	Buy	5,800 +2,900	+100%	+$32K	0.04%	184
2020 Q2	$27K	Hold	2,900	–	–	0.02%	240
2020 Q1	$23.5K	Hold	2,900	–	–	0.02%	224
2019 Q4	$25.5K	Buy	+2,900	New	+$25.7K	0.02%	233

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

Financial Perspectives's ERIC Position: Q2 2026 in Review

Financial Perspectives held its Ericsson (ERIC) position steady in Q2 2026 at 4,603 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #330.

Financial Perspectives first reported a position in ERIC in Q4 2019 and has held it in 26 quarters since. The position peaked at $76.5K in Q1 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Financial Perspectives held 4,603 shares of Ericsson worth $51.3K as of Q2 2026.
Financial Perspectives left its Ericsson share count unchanged in Q2 2026.
Ericsson made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #330 holding.
Financial Perspectives first reported a position in Ericsson in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Ericsson position peaked at $76.5K in Q1 2021.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.