KA
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Kovack Advisors’s Ericsson ERIC Stock Holding History

Kovack Advisors’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
Q2 		– Sell
-13,457
Closed -$104K – 633
2025
Q1 		$104K Sell
13,457
-68,300
-84% -$551K 0.01% 564
2024
Q4 		$659K Sell
81,757
-3,747
-4% -$30.5K 0.06% 249
2024
Q3 		$648K Sell
85,504
-150,618
-64% -$1.05M 0.07% 247
2024
Q2 		$1.46M Buy
+236,122
New +$1.32M 0.16% 123
2024
Q1 		– Sell
-225,559
Closed -$1.42M – 510
2023
Q4 		$1.42M Sell
225,559
-40,351
-15% -$205K 0.17% 128
2023
Q3 		$1.29M Sell
265,910
-76,020
-22% -$387K 0.18% 123
2023
Q2 		$1.86M Buy
+341,930
New +$1.83M 0.24% 85

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Kovack Advisors's ERIC Position: Q2 2025 in Review

Kovack Advisors sold out of Ericsson (ERIC) in Q2 2025, closing a stake of 13,457 shares — an estimated $104K sold.

Kovack Advisors first reported a position in ERIC in Q2 2023 and held it in 7 quarters. The position peaked at $1.86M in Q2 2023. 355 funds tracked by Wall St. Rank hold ERIC as of Q2 2025.

  • Kovack Advisors reported no remaining Ericsson position as of Q2 2025 after selling out during the quarter.
  • Kovack Advisors sold 13,457 Ericsson shares in Q2 2025, an estimated $104K.
  • Kovack Advisors first reported a position in Ericsson in Q2 2023 and held it in 7 quarters.
  • Kovack Advisors's Ericsson position peaked at $1.86M in Q2 2023.
  • 355 funds tracked by Wall St. Rank held Ericsson as of Q2 2025.

Based on Kovack Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.