Modern Wealth Management’s Ericsson ERIC Stock Holding History

Modern 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
2026 Q2	–	Sell	-11,148	Closed	-$128K	–	1120
2026 Q1	$128K	Buy	+11,148	New	+$121K	﹤0.01%	857

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Modern Wealth Management's ERIC Position: Q2 2026 in Review

Modern Wealth Management sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 11,148 shares — an estimated $128K sold.

Modern Wealth Management first reported a position in ERIC in Q1 2026 and held it in 1 quarter. The position peaked at $128K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Modern Wealth Management reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 11,148 Ericsson shares in Q2 2026, an estimated $128K.
Modern Wealth Management first reported a position in Ericsson in Q1 2026 and held it in 1 quarter.
Modern Wealth Management's Ericsson position peaked at $128K in Q1 2026.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.