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Innovative Asset Advisors Group’s Ericsson ERIC Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-157
Closed -$1.77K – 517
2026
Q1 		$1.77K Buy
+157
New +$1.7K ﹤0.01% 922

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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Innovative Asset Advisors Group's ERIC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 157 shares — an estimated $1.77K sold.

Innovative Asset Advisors Group first reported a position in ERIC in Q1 2026 and held it in 1 quarter. The position peaked at $1.77K in Q1 2026. 373 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 157 Ericsson shares in Q2 2026, an estimated $1.77K.
  • Innovative Asset Advisors Group first reported a position in Ericsson in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Ericsson position peaked at $1.77K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.