Integrated Wealth Concepts’s Ericsson ERIC Stock Holding History

Integrated Wealth Concepts’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 Q1	$174K	Buy	15,442 +2,994	+24%	+$32.4K	﹤0.01%	2130
2025 Q4	$120K	Buy	12,448 +227	+2%	+$2.15K	﹤0.01%	1557
2025 Q3	$101K	Sell	12,221 -31,778	-72%	-$249K	﹤0.01%	1914
2025 Q2	$373K	Buy	43,999 +28,819	+190%	+$237K	﹤0.01%	1437
2025 Q1	$118K	Sell	15,180 -315	-2%	-$2.54K	﹤0.01%	1665
2024 Q4	$125K	Buy	15,495 +2,783	+22%	+$22.6K	﹤0.01%	1644
2024 Q3	$96.4K	Buy	12,712 +2,102	+20%	+$14.7K	﹤0.01%	1612
2024 Q2	$65.5K	Buy	10,610 +533	+5%	+$2.98K	﹤0.01%	1599
2024 Q1	$55.5K	Sell	10,077 -938	-9%	-$5.29K	﹤0.01%	1614
2023 Q4	$69.4K	Sell	11,015 -485	-4%	-$2.46K	﹤0.01%	1545
2023 Q3	$55.9K	Sell	11,500 -114	-1%	-$580	﹤0.01%	1509
2023 Q2	$63.3K	Buy	11,614 +441	+4%	+$2.37K	﹤0.01%	1508
2023 Q1	$65K	Buy	+11,173	New	+$63.7K	﹤0.01%	1297
2022 Q2	–	Sell	-14,408	Closed	-$132K	–	1005
2022 Q1	$132K	Buy	+14,408	New	+$150K	﹤0.01%	904

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's ERIC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Ericsson (ERIC) stake by 24% in Q1 2026, buying an estimated $32.4K and bringing the position to 15,442 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Integrated Wealth Concepts first reported a position in ERIC in Q1 2022 and has held it in 14 quarters since. The position peaked at $373K in Q2 2025. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Integrated Wealth Concepts held 15,442 shares of Ericsson worth $174K as of Q1 2026.
Integrated Wealth Concepts bought 2,994 Ericsson shares in Q1 2026, an estimated $32.4K.
Ericsson made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2130 holding.
Integrated Wealth Concepts first reported a position in Ericsson in Q1 2022 and has held it in 14 quarters since.
Integrated Wealth Concepts's Ericsson position peaked at $373K in Q2 2025.
372 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.