Guardian Wealth Management (Illinois)’s Ericsson ERIC Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-30	Closed	-$233	–	108
2025 Q1	$233	Hold	30	–	–	﹤0.01%	220
2024 Q4	$242	Hold	30	–	–	﹤0.01%	225
2024 Q3	$227	Hold	30	–	–	﹤0.01%	234
2024 Q2	$185	Hold	30	–	–	﹤0.01%	236
2024 Q1	$165	Hold	30	–	–	﹤0.01%	235
2023 Q4	$189	Hold	30	–	–	﹤0.01%	245
2023 Q3	$146	Hold	30	–	–	﹤0.01%	220
2023 Q2	$164	Hold	30	–	–	﹤0.01%	224
2023 Q1	$176	Hold	30	–	–	﹤0.01%	238
2022 Q4	$175	Hold	30	–	–	﹤0.01%	245
2022 Q3	$0	Hold	30	–	–	﹤0.01%	234
2022 Q2	$0	Hold	30	–	–	﹤0.01%	226
2022 Q1	$0	Hold	30	–	–	﹤0.01%	233
2021 Q4	$0	Buy	+30	New	+$328	﹤0.01%	225

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s ERIC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Ericsson (ERIC) in Q2 2025, closing a stake of 30 shares — an estimated $233 sold.

Guardian Wealth Management (Illinois) first reported a position in ERIC in Q4 2021 and held it in 14 quarters. The position peaked at $242 in Q4 2024. 355 funds tracked by Wall St. Rank hold ERIC as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Ericsson position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 30 Ericsson shares in Q2 2025, an estimated $233.
Guardian Wealth Management (Illinois) first reported a position in Ericsson in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Ericsson position peaked at $242 in Q4 2024.
355 funds tracked by Wall St. Rank held Ericsson as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.