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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
Q3 		$2.5M Buy
273,620
+96,152
+54% +$971K 0.55% 34
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Legacy Wealth Asset Management's ERIC Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Ericsson (ERIC) stake by 54% in Q3 2026, buying an estimated $971K and bringing the position to 273,620 shares worth $2.5M. The position accounts for 0.55% of the portfolio, ranked #34.

Legacy Wealth Asset Management first reported a position in ERIC in Q3 2022 and has held it in 17 quarters since. 15 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Legacy Wealth Asset Management held 273,620 shares of Ericsson worth $2.5M as of Q3 2026.
  • Legacy Wealth Asset Management bought 96,152 Ericsson shares in Q3 2026, an estimated $971K.
  • Ericsson made up 0.55% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #34 holding.
  • Legacy Wealth Asset Management first reported a position in Ericsson in Q3 2022 and has held it in 17 quarters since.
  • 15 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.