Koss-Olinger Consulting’s Ericsson ERIC Stock Holding History

Koss-Olinger Consulting’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	-11,442	Closed	-$129K	–	201
2026 Q1	$129K	Hold	11,442	–	–	0.01%	252
2025 Q4	$110K	Hold	11,442	–	–	0.01%	267
2025 Q3	$97K	Hold	11,442	–	–	0.01%	306
2025 Q2	$97K	Sell	11,442 -3,000	-21%	-$24.7K	0.01%	309
2025 Q1	$112K	Sell	14,442 -127,377	-90%	-$1.03M	0.01%	300
2024 Q4	$1.14M	Sell	141,819 -41,963	-23%	-$341K	0.1%	92
2024 Q3	$1.39M	Sell	183,782 -14,126	-7%	-$98.8K	0.12%	91
2024 Q2	$1.22M	Buy	+197,908	New	+$1.11M	0.11%	92
2024 Q1	–	Sell	-114,250	Closed	-$720K	–	126
2023 Q4	$720K	Buy	114,250 +88,922	+351%	+$451K	0.07%	122
2023 Q3	$123K	Buy	+25,328	New	+$129K	0.02%	262

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Koss-Olinger Consulting's ERIC Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 11,442 shares — an estimated $129K sold.

Koss-Olinger Consulting first reported a position in ERIC in Q3 2023 and held it in 10 quarters. The position peaked at $1.39M in Q3 2024. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Koss-Olinger Consulting reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 11,442 Ericsson shares in Q2 2026, an estimated $129K.
Koss-Olinger Consulting first reported a position in Ericsson in Q3 2023 and held it in 10 quarters.
Koss-Olinger Consulting's Ericsson position peaked at $1.39M in Q3 2024.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.