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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
Q2 		$400K Buy
35,888
+20,446
+132% +$246K ﹤0.01% 1807
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
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

Integrated Wealth Concepts's ERIC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Ericsson (ERIC) stake by 132% in Q2 2026, buying an estimated $246K and bringing the position to 35,888 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Integrated Wealth Concepts first reported a position in ERIC in Q1 2022 and has held it in 15 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Integrated Wealth Concepts held 35,888 shares of Ericsson worth $400K as of Q2 2026.
  • Integrated Wealth Concepts bought 20,446 Ericsson shares in Q2 2026, an estimated $246K.
  • Ericsson made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1807 holding.
  • Integrated Wealth Concepts first reported a position in Ericsson in Q1 2022 and has held it in 15 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.