IC
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IEQ Capital’s Ericsson ERIC Stock Holding History

IEQ Capital’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 		$877K Sell
78,680
-10,885
-12% -$131K ﹤0.01% 1155
2026
Q1 		$1.01M Buy
89,565
+5,781
+7% +$62.6K ﹤0.01% 1043
2025
Q4 		$809K Buy
83,784
+9,191
+12% +$87K ﹤0.01% 1124
2025
Q3 		$617K Buy
74,593
+43,370
+139% +$339K ﹤0.01% 1203
2025
Q2 		$265K Buy
31,223
+16,168
+107% +$133K ﹤0.01% 1472
2025
Q1 		$117K Buy
15,055
+1,114
+8% +$8.99K ﹤0.01% 1455
2024
Q4 		$112K Buy
13,941
+1,021
+8% +$8.3K ﹤0.01% 1260
2024
Q3 		$97.9K Buy
+12,920
New +$90.4K ﹤0.01% 1108

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

IEQ Capital's ERIC Position: Q2 2026 in Review

IEQ Capital reduced its Ericsson (ERIC) stake by 12% in Q2 2026, selling an estimated $131K and leaving 78,680 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

IEQ Capital first reported a position in ERIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • IEQ Capital held 78,680 shares of Ericsson worth $877K as of Q2 2026.
  • IEQ Capital sold 10,885 Ericsson shares in Q2 2026, an estimated $131K.
  • Ericsson made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1155 holding.
  • IEQ Capital first reported a position in Ericsson in Q3 2024 and has held it in 8 quarters since.
  • IEQ Capital's Ericsson position peaked at $1.01M in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.