Five Oceans Advisors’s Ericsson ERIC Stock Holding History

Five Oceans 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 Q3	$199K	Hold	21,739	–	–	0.08%	181
2026 Q2	$242K	Hold	21,739	–	–	0.08%	177
2026 Q1	$245K	Hold	21,739	–	–	0.09%	155
2025 Q4	$210K	Hold	21,739	–	–	0.07%	180
2025 Q3	$180K	Hold	21,739	–	–	0.07%	184
2025 Q2	$184K	Hold	21,739	–	–	0.08%	184
2025 Q1	$169K	Hold	21,739	–	–	0.08%	172
2024 Q4	$175K	Sell	21,739 -5,561	-20%	-$45.2K	0.08%	173
2024 Q3	$207K	Buy	+27,300	New	+$191K	0.1%	181
2024 Q2	–	Sell	-18,478	Closed	-$102K	–	189
2024 Q1	$102K	Hold	18,478	–	–	0.05%	189
2023 Q4	$116K	Hold	18,478	–	–	0.07%	166
2023 Q3	$89.8K	Buy	18,478 +2,214	+14%	+$11.3K	0.06%	142
2023 Q2	$88.6K	Sell	16,264 -10,870	-40%	-$58.3K	0.06%	152
2023 Q1	$159K	Hold	27,134	–	–	0.1%	145
2022 Q4	$158K	Hold	27,134	–	–	0.11%	141
2022 Q3	$156K	Buy	27,134 +16,256	+149%	+$116K	0.12%	124
2022 Q2	$80K	Sell	10,878 -13,456	-55%	-$110K	0.06%	127
2022 Q1	$222K	Buy	24,334 +6,868	+39%	+$71.5K	0.2%	103
2021 Q4	$190K	Buy	+17,466	New	+$191K	0.17%	108

Other funds holding ERIC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Five Oceans Advisors's ERIC Position: Q3 2026 in Review

Five Oceans Advisors held its Ericsson (ERIC) position steady in Q3 2026 at 21,739 shares worth $199K. The position accounts for 0.08% of the portfolio, ranked #181.

Five Oceans Advisors first reported a position in ERIC in Q4 2021 and has held it in 19 quarters since. The position peaked at $245K in Q1 2026. 69 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

Five Oceans Advisors held 21,739 shares of Ericsson worth $199K as of Q3 2026.
Five Oceans Advisors left its Ericsson share count unchanged in Q3 2026.
Ericsson made up 0.08% of Five Oceans Advisors's portfolio in Q3 2026, its #181 holding.
Five Oceans Advisors first reported a position in Ericsson in Q4 2021 and has held it in 19 quarters since.
Five Oceans Advisors's Ericsson position peaked at $245K in Q1 2026.
69 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.