MFG
ERIC icon

Merit Financial Group’s Ericsson ERIC Stock Holding History

Merit Financial Group’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 		$416K Buy
37,302
+1,085
+3% +$13.1K ﹤0.01% 1610
2026
Q1 		$408K Buy
36,217
+2,617
+8% +$28.3K ﹤0.01% 1488
2025
Q4 		$324K Buy
33,600
+12,831
+62% +$122K ﹤0.01% 1514
2025
Q3 		$172K Sell
20,769
-2,994
-13% -$23.4K ﹤0.01% 1696
2025
Q2 		$202K Buy
23,763
+7,684
+48% +$63.2K ﹤0.01% 1563
2025
Q1 		$125K Buy
16,079
+2,792
+21% +$22.5K ﹤0.01% 1345
2024
Q4 		$107K Buy
+13,287
New +$108K ﹤0.01% 1130

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

Merit Financial Group's ERIC Position: Q2 2026 in Review

Merit Financial Group increased its Ericsson (ERIC) stake by 3% in Q2 2026, buying an estimated $13.1K and bringing the position to 37,302 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Merit Financial Group first reported a position in ERIC in Q4 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Merit Financial Group held 37,302 shares of Ericsson worth $416K as of Q2 2026.
  • Merit Financial Group bought 1,085 Ericsson shares in Q2 2026, an estimated $13.1K.
  • Ericsson made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1610 holding.
  • Merit Financial Group first reported a position in Ericsson in Q4 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.