Mount Yale Investment Advisors’s Ericsson ERIC Stock Holding History

Mount Yale Investment 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
2026 Q1	$2.05M	Buy	181,977 +118,482	+187%	+$1.28M	0.05%	365
2025 Q4	$613K	Buy	63,495 +17,858	+39%	+$169K	0.03%	412
2025 Q3	$383K	Sell	45,637 -60,255	-57%	-$471K	0.03%	463
2025 Q2	$898K	Buy	105,892 +46,510	+78%	+$382K	0.07%	226
2025 Q1	$461K	Buy	59,382 +6,364	+12%	+$51.4K	0.04%	342
2024 Q4	$427K	Buy	+53,018	New	+$431K	0.03%	369
2021 Q2	–	Sell	-17,184	Closed	-$227K	–	431
2021 Q1	$227K	Sell	17,184 -17,283	-50%	-$220K	0.03%	381
2020 Q4	$412K	Buy	+34,467	New	+$404K	0.06%	267
2020 Q3	–	Sell	-12,486	Closed	-$116K	–	357
2020 Q2	$116K	Buy	+12,486	New	+$108K	0.02%	326

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's ERIC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ericsson (ERIC) stake by 187% in Q1 2026, buying an estimated $1.28M and bringing the position to 181,977 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #365.

Mount Yale Investment Advisors first reported a position in ERIC in Q2 2020 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Mount Yale Investment Advisors held 181,977 shares of Ericsson worth $2.05M as of Q1 2026.
Mount Yale Investment Advisors bought 118,482 Ericsson shares in Q1 2026, an estimated $1.28M.
Ericsson made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #365 holding.
Mount Yale Investment Advisors first reported a position in Ericsson in Q2 2020 and has held it in 9 quarters since.
372 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.