GM
ERIC icon

GeoWealth Management’s Ericsson ERIC Stock Holding History

GeoWealth 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 		$76.9K Sell
6,898
-1,215
-15% -$14.6K ﹤0.01% 847
2026
Q1 		$91.4K Buy
+8,113
New +$87.8K ﹤0.01% 794
2025
Q3 		– Sell
-4,796
Closed -$40.7K – 894
2025
Q2 		$40.7K Buy
+4,796
New +$39.4K ﹤0.01% 975
2025
Q1 		– Sell
-4,422
Closed -$35.6K – 1281
2024
Q4 		$35.6K Buy
+4,422
New +$35.9K ﹤0.01% 1250

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

GeoWealth Management's ERIC Position: Q2 2026 in Review

GeoWealth Management reduced its Ericsson (ERIC) stake by 15% in Q2 2026, selling an estimated $14.6K and leaving 6,898 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

GeoWealth Management first reported a position in ERIC in Q4 2024 and has held it in 4 quarters since. The position peaked at $91.4K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • GeoWealth Management held 6,898 shares of Ericsson worth $76.9K as of Q2 2026.
  • GeoWealth Management sold 1,215 Ericsson shares in Q2 2026, an estimated $14.6K.
  • Ericsson made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #847 holding.
  • GeoWealth Management first reported a position in Ericsson in Q4 2024 and has held it in 4 quarters since.
  • GeoWealth Management's Ericsson position peaked at $91.4K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.