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 Q2	$1.78M	Sell	159,732 -22,245	-12%	-$268K	0.03%	439
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 $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

Mount Yale Investment Advisors's ERIC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Ericsson (ERIC) stake by 12% in Q2 2026, selling an estimated $268K and leaving 159,732 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #439.

Mount Yale Investment Advisors first reported a position in ERIC in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.05M in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Mount Yale Investment Advisors held 159,732 shares of Ericsson worth $1.78M as of Q2 2026.
Mount Yale Investment Advisors sold 22,245 Ericsson shares in Q2 2026, an estimated $268K.
Ericsson made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #439 holding.
Mount Yale Investment Advisors first reported a position in Ericsson in Q2 2020 and has held it in 10 quarters since.
Mount Yale Investment Advisors's Ericsson position peaked at $2.05M in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.