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Intentional Wealth Strategies’s Ericsson ERIC Stock Holding History

Intentional Wealth Strategies’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
-3,284
Closed -$37K – 334
2026
Q1 		$37K Buy
+3,284
New +$35.6K 0.03% 185

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

Intentional Wealth Strategies's ERIC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 3,284 shares — an estimated $37K sold.

Intentional Wealth Strategies first reported a position in ERIC in Q1 2026 and held it in 1 quarter. The position peaked at $37K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 3,284 Ericsson shares in Q2 2026, an estimated $37K.
  • Intentional Wealth Strategies first reported a position in Ericsson in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Ericsson position peaked at $37K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

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