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MorganRosel Wealth Management’s Ericsson ERIC Stock Holding History

MorganRosel 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
Q3 		– Sell
-200
Closed -$1.7K – 184
2025
Q2 		$1.7K Hold
200
– – ﹤0.01% 324
2025
Q1 		$1.55K Buy
+200
New +$1.61K ﹤0.01% 320

Other funds holding ERIC

Hotchkis & Wiley Capital Management
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Acadian Asset Management
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

MorganRosel Wealth Management's ERIC Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 200 shares — an estimated $1.7K sold.

MorganRosel Wealth Management first reported a position in ERIC in Q1 2025 and held it in 2 quarters. The position peaked at $1.7K in Q2 2025. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 200 Ericsson shares in Q3 2025, an estimated $1.7K.
  • MorganRosel Wealth Management first reported a position in Ericsson in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Ericsson position peaked at $1.7K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.