Moser Wealth Advisors’s Ericsson ERIC Stock Holding History

Moser Wealth Advisors’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 Q2	$12.7K	Hold	1,500	–	–	0.01%	136
2025 Q1	$11.6K	Hold	1,500	–	–	0.01%	126
2024 Q4	$12.1K	Hold	1,500	–	–	0.01%	112
2024 Q3	$11.4K	Buy	+1,500	New	+$10.5K	0.01%	117
2022 Q4	–	Sell	-23,300	Closed	-$134K	–	133
2022 Q3	$134K	Hold	23,300	–	–	0.1%	71
2022 Q2	$172K	Sell	23,300 -1,000	-4%	-$8.17K	0.13%	70
2022 Q1	$222K	Buy	24,300 +2,125	+10%	+$22.1K	0.14%	68
2021 Q4	$241K	Sell	22,175 -750	-3%	-$8.2K	0.15%	69
2021 Q3	$257K	Sell	22,925 -1,025	-4%	-$12.1K	0.16%	68
2021 Q2	$301K	Buy	23,950 +6,250	+35%	+$83.7K	0.19%	65
2021 Q1	$233K	Buy	17,700 +4,000	+29%	+$50.9K	0.16%	63
2020 Q4	$164K	Buy	13,700 +11,000	+407%	+$129K	0.12%	67
2020 Q3	$29K	Buy	+2,700	New	+$29.8K	0.02%	94

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Moser Wealth Advisors's ERIC Position: Q2 2025 in Review

Moser Wealth Advisors held its Ericsson (ERIC) position steady in Q2 2025 at 1,500 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #136.

Moser Wealth Advisors first reported a position in ERIC in Q3 2020 and has held it in 13 quarters since. The position peaked at $301K in Q2 2021. 355 funds tracked by Wall St. Rank hold ERIC as of Q2 2025.

Moser Wealth Advisors held 1,500 shares of Ericsson worth $12.7K as of Q2 2025.
Moser Wealth Advisors left its Ericsson share count unchanged in Q2 2025.
Ericsson made up 0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #136 holding.
Moser Wealth Advisors first reported a position in Ericsson in Q3 2020 and has held it in 13 quarters since.
Moser Wealth Advisors's Ericsson position peaked at $301K in Q2 2021.
355 funds tracked by Wall St. Rank held Ericsson as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.