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Institute for Wealth Management’s Ericsson ERIC Stock Holding History

Institute for Wealth Management’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 		$686K Hold
61,525
– – 0.06% 268
2026
Q1 		$693K Hold
61,525
– – 0.07% 257
2025
Q4 		$594K Sell
61,525
-1,813
-3% -$17.2K 0.06% 272
2025
Q3 		$524K Buy
63,338
+3,063
+5% +$24K 0.05% 317
2025
Q2 		$511K Hold
60,275
– – 0.06% 314
2025
Q1 		$468K Buy
60,275
+1,209
+2% +$9.76K 0.06% 307
2024
Q4 		$476K Sell
59,066
-2,155
-4% -$17.5K 0.06% 294
2024
Q3 		$464K Sell
61,221
-5,460
-8% -$38.2K 0.06% 316
2024
Q2 		$411K Hold
66,681
– – 0.06% 323
2024
Q1 		$367K Buy
66,681
+9,293
+16% +$52.4K 0.05% 346
2023
Q4 		$362K Buy
57,388
+24,643
+75% +$125K 0.06% 334
2023
Q3 		$159K Buy
32,745
+9,900
+43% +$50.4K 0.03% 443
2023
Q2 		$125K Buy
+22,845
New +$123K 0.02% 453
2018
Q3 		– Sell
-32,953
Closed -$248K – 208
2018
Q2 		$248K Buy
32,953
+12,625
+62% +$92.3K 0.08% 204
2018
Q1 		$154K Buy
20,328
+9,117
+81% +$61.4K 0.05% 253
2017
Q4 		$75K Sell
11,211
-10,796
-49% -$67.3K 0.02% 378
2017
Q3 		$127K Buy
+22,007
New +$136K 0.04% 248

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

Institute for Wealth Management's ERIC Position: Q2 2026 in Review

Institute for Wealth Management held its Ericsson (ERIC) position steady in Q2 2026 at 61,525 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #268.

Institute for Wealth Management first reported a position in ERIC in Q3 2017 and has held it in 17 quarters since. The position peaked at $693K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Institute for Wealth Management held 61,525 shares of Ericsson worth $686K as of Q2 2026.
  • Institute for Wealth Management left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Institute for Wealth Management first reported a position in Ericsson in Q3 2017 and has held it in 17 quarters since.
  • Institute for Wealth Management's Ericsson position peaked at $693K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.