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Montag & Associates’s Ericsson ERIC Stock Holding History

Montag & Associates’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 		$2.79K Buy
+250
New +$3.01K ﹤0.01% 847
2025
Q4 		– Sell
-85
Closed -$716 – 1025
2025
Q3 		$716 Buy
+85
New +$665 ﹤0.01% 1052

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

Montag & Associates's ERIC Position: Q2 2026 in Review

Montag & Associates opened a new position in Ericsson (ERIC) in Q2 2026: 250 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Montag & Associates previously reported a position in ERIC as recently as Q3 2025.

Montag & Associates first reported a position in ERIC in Q3 2025 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Montag & Associates held 250 shares of Ericsson worth $2.79K as of Q2 2026.
  • Ericsson was a new Montag & Associates position in Q2 2026.
  • Ericsson made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #847 holding.
  • Montag & Associates first reported a position in Ericsson in Q3 2025 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.