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Kestra Private Wealth Services’s Ericsson ERIC Stock Holding History

Kestra Private Wealth Services’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
2025
Q3 		– Sell
-79,858
Closed -$677K – 1696
2025
Q2 		$677K Buy
+79,858
New +$656K 0.01% 905
2022
Q2 		– Sell
-12,535
Closed -$115K – 940
2022
Q1 		$115K Buy
+12,535
New +$131K 0.01% 925

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Kestra Private Wealth Services's ERIC Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 79,858 shares — an estimated $677K sold.

Kestra Private Wealth Services first reported a position in ERIC in Q1 2022 and held it in 2 quarters. The position peaked at $677K in Q2 2025. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 79,858 Ericsson shares in Q3 2025, an estimated $677K.
  • Kestra Private Wealth Services first reported a position in Ericsson in Q1 2022 and held it in 2 quarters.
  • Kestra Private Wealth Services's Ericsson position peaked at $677K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.