Independent Advisor Alliance’s Ericsson ERIC Stock Holding History

Independent Advisor Alliance’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	$193K	Buy	17,274 +6,589	+62%	+$79.4K	﹤0.01%	986
2026 Q1	$120K	Buy	+10,685	New	+$116K	﹤0.01%	1533
2022 Q4	–	Sell	-63,282	Closed	-$363K	–	488
2022 Q3	$363K	Hold	63,282	–	–	0.02%	441
2022 Q2	$468K	Sell	63,282 -307,270	-83%	-$2.51M	0.03%	382
2022 Q1	$3.39M	Hold	370,552	–	–	0.16%	121
2021 Q4	$4.03M	Buy	370,552 +450	+0.1%	+$4.92K	0.2%	98
2021 Q3	$4.14M	Hold	370,102	–	–	0.23%	92
2021 Q2	$4.66M	Sell	370,102 -122,654	-25%	-$1.64M	0.26%	96
2021 Q1	$6.5M	Sell	492,756 -12,219	-2%	-$156K	0.39%	68
2020 Q4	$6.03M	Sell	504,975 -12,354	-2%	-$145K	0.41%	66
2020 Q3	$5.63M	Buy	517,329 +492,546	+1,987%	+$5.44M	0.43%	63
2020 Q2	$230K	Buy	+24,783	New	+$215K	0.02%	411

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

Independent Advisor Alliance's ERIC Position: Q2 2026 in Review

Independent Advisor Alliance increased its Ericsson (ERIC) stake by 62% in Q2 2026, buying an estimated $79.4K and bringing the position to 17,274 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Independent Advisor Alliance first reported a position in ERIC in Q2 2020 and has held it in 12 quarters since. The position peaked at $6.5M in Q1 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Independent Advisor Alliance held 17,274 shares of Ericsson worth $193K as of Q2 2026.
Independent Advisor Alliance bought 6,589 Ericsson shares in Q2 2026, an estimated $79.4K.
Ericsson made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #986 holding.
Independent Advisor Alliance first reported a position in Ericsson in Q2 2020 and has held it in 12 quarters since.
Independent Advisor Alliance's Ericsson position peaked at $6.5M in Q1 2021.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.