Liberty Wealth Management’s Ericsson ERIC Stock Holding History

Liberty Wealth 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
2025 Q4	–	Sell	-10,040	Closed	-$83K	–	249
2025 Q3	$83K	Buy	+10,040	New	+$78.5K	0.01%	244
2021 Q4	–	Sell	-42	Closed	–	–	448
2021 Q3	$0	Sell	42 -471	-92%	-$5.57K	﹤0.01%	1185
2021 Q2	$6K	Sell	513 -175	-25%	-$2.34K	﹤0.01%	752
2021 Q1	$8K	Hold	688	–	–	﹤0.01%	632
2020 Q4	$8K	Buy	688 +17	+3%	+$199	﹤0.01%	626
2020 Q3	$7K	Buy	671 +289	+76%	+$3.19K	﹤0.01%	569
2020 Q2	$4K	Buy	382 +293	+329%	+$2.54K	﹤0.01%	640
2020 Q1	$1K	Hold	89	–	–	﹤0.01%	791
2019 Q4	$1K	Sell	89 -212	-70%	-$1.88K	﹤0.01%	822
2019 Q3	$2K	Buy	301 +121	+67%	+$1.03K	﹤0.01%	735
2019 Q2	$2K	Hold	180	–	–	﹤0.01%	758
2019 Q1	$1K	Hold	180	–	–	﹤0.01%	669
2018 Q4	$1K	Buy	+180	New	+$1.56K	﹤0.01%	707

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

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

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

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

Liberty Wealth Management's ERIC Position: Q4 2025 in Review

Liberty Wealth Management sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 10,040 shares — an estimated $83K sold.

Liberty Wealth Management first reported a position in ERIC in Q4 2018 and held it in 13 quarters. The position peaked at $83K in Q3 2025. 351 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

Liberty Wealth Management reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
Liberty Wealth Management sold 10,040 Ericsson shares in Q4 2025, an estimated $83K.
Liberty Wealth Management first reported a position in Ericsson in Q4 2018 and held it in 13 quarters.
Liberty Wealth Management's Ericsson position peaked at $83K in Q3 2025.
351 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.