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Legacy Wealth Asset Management’s Ericsson ERIC Stock Holding History

Legacy Wealth Asset Management’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 		$1.98M Buy
177,468
+75,491
+74% +$910K 0.43% 53
2026
Q1 		$1.15M Buy
101,977
+17,669
+21% +$191K 0.28% 94
2025
Q4 		$814K Sell
84,308
-7,775
-8% -$73.6K 0.2% 153
2025
Q3 		$762K Buy
92,083
+1,149
+1% +$8.99K 0.19% 167
2025
Q2 		$771K Sell
90,934
-11,780
-11% -$96.8K 0.2% 140
2025
Q1 		$797K Sell
102,714
-4,877
-5% -$39.4K 0.22% 129
2024
Q4 		$867K Sell
107,591
-2,260
-2% -$18.4K 0.24% 110
2024
Q3 		$833K Sell
109,851
-10,179
-8% -$71.2K 0.22% 115
2024
Q2 		$741K Buy
120,030
+20,171
+20% +$113K 0.21% 130
2024
Q1 		$550K Buy
99,859
+4,482
+5% +$25.3K 0.15% 214
2023
Q4 		$601K Buy
95,377
+10,638
+13% +$53.9K 0.2% 171
2023
Q3 		$412K Buy
84,739
+1,581
+2% +$8.04K 0.15% 239
2023
Q2 		$453K Buy
83,158
+1,126
+1% +$6.04K 0.16% 219
2023
Q1 		$480K Buy
82,032
+14,317
+21% +$81.7K 0.17% 197
2022
Q4 		$395K Sell
67,715
-17,339
-20% -$104K 0.15% 251
2022
Q3 		$488K Buy
+85,054
New +$610K 0.21% 165

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

Legacy Wealth Asset Management's ERIC Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Ericsson (ERIC) stake by 74% in Q2 2026, buying an estimated $910K and bringing the position to 177,468 shares worth $1.98M. The position accounts for 0.43% of the portfolio, ranked #53.

Legacy Wealth Asset Management first reported a position in ERIC in Q3 2022 and has held it in 16 quarters since. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Legacy Wealth Asset Management held 177,468 shares of Ericsson worth $1.98M as of Q2 2026.
  • Legacy Wealth Asset Management bought 75,491 Ericsson shares in Q2 2026, an estimated $910K.
  • Ericsson made up 0.43% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #53 holding.
  • Legacy Wealth Asset Management first reported a position in Ericsson in Q3 2022 and has held it in 16 quarters since.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.