GAMMA Investing’s Ericsson ERIC Stock Holding History

GAMMA Investing’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	$247K	Buy	22,120 +2,480	+13%	+$29.9K	0.01%	1108
2026 Q1	$221K	Buy	19,640 +772	+4%	+$8.36K	0.01%	1041
2025 Q4	$182K	Buy	18,868 +4,633	+33%	+$43.9K	0.01%	1108
2025 Q3	$118K	Sell	14,235 -2,259	-14%	-$17.7K	0.01%	1378
2025 Q2	$140K	Buy	16,494 +2,596	+19%	+$21.3K	0.01%	1174
2025 Q1	$108K	Sell	13,898 -184	-1%	-$1.49K	0.01%	1187
2024 Q4	$114K	Buy	14,082 +3,548	+34%	+$28.8K	0.01%	1011
2024 Q3	$79.8K	Buy	10,534 +5,070	+93%	+$35.5K	0.01%	1153
2024 Q2	$33.7K	Buy	5,464 +3,101	+131%	+$17.3K	﹤0.01%	1481
2024 Q1	$13K	Buy	2,363 +1,184	+100%	+$6.67K	﹤0.01%	1904
2023 Q4	$6.5K	Buy	+1,179	New	+$5.98K	﹤0.01%	2113

Other funds holding ERIC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return