HF Advisory Group’s Ericsson ERIC Stock Holding History

HF Advisory Group’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	$186K	Buy	20,277 +1,852	+10%	+$18.7K	0.06%	171
2026 Q2	$205K	Buy	18,425 +1,145	+7%	+$13.8K	0.06%	164
2026 Q1	$195K	Buy	17,280 +3,368	+24%	+$36.5K	0.07%	164
2025 Q4	$134K	Sell	13,912 -2,472	-15%	-$23.4K	0.05%	167
2025 Q3	$135K	Buy	16,384 +2,965	+22%	+$23.2K	0.05%	165
2025 Q2	$114K	Buy	+13,419	New	+$110K	0.05%	163

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

HF Advisory Group's ERIC Position: Q3 2026 in Review

HF Advisory Group increased its Ericsson (ERIC) stake by 10% in Q3 2026, buying an estimated $18.7K and bringing the position to 20,277 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #171.

HF Advisory Group first reported a position in ERIC in Q2 2025 and has held it in 6 quarters since. The position peaked at $205K in Q2 2026. 73 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

HF Advisory Group held 20,277 shares of Ericsson worth $186K as of Q3 2026.
HF Advisory Group bought 1,852 Ericsson shares in Q3 2026, an estimated $18.7K.
Ericsson made up 0.06% of HF Advisory Group's portfolio in Q3 2026, its #171 holding.
HF Advisory Group first reported a position in Ericsson in Q2 2025 and has held it in 6 quarters since.
HF Advisory Group's Ericsson position peaked at $205K in Q2 2026.
73 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.