IMA Advisory Services’s Ericsson ERIC Stock Holding History

IMA Advisory Services’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	$3.26K	Buy	292 +100	+52%	+$1.21K	﹤0.01%	999
2026 Q1	$2.16K	Sell	192 -4	-2%	-$43	﹤0.01%	622
2025 Q4	$1.89K	Buy	+196	New	+$1.86K	﹤0.01%	671

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

IMA Advisory Services's ERIC Position: Q2 2026 in Review

IMA Advisory Services increased its Ericsson (ERIC) stake by 52% in Q2 2026, buying an estimated $1.21K and bringing the position to 292 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

IMA Advisory Services first reported a position in ERIC in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

IMA Advisory Services held 292 shares of Ericsson worth $3.26K as of Q2 2026.
IMA Advisory Services bought 100 Ericsson shares in Q2 2026, an estimated $1.21K.
Ericsson made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #999 holding.
IMA Advisory Services first reported a position in Ericsson in Q4 2025 and has held it in 3 quarters since.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.