Heartwood Wealth Advisors’s Ericsson ERIC Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-31	Closed	-$256	–	335
2025 Q3	$256	Buy	+31	New	+$243	﹤0.01%	624

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartwood Wealth Advisors's ERIC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 31 shares — an estimated $256 sold.

Heartwood Wealth Advisors first reported a position in ERIC in Q3 2025 and held it in 1 quarter. The position peaked at $256 in Q3 2025. 351 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 31 Ericsson shares in Q4 2025, an estimated $256.
Heartwood Wealth Advisors first reported a position in Ericsson in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Ericsson position peaked at $256 in Q3 2025.
351 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.