Naviter Wealth’s Ericsson ERIC Stock Holding History

Naviter Wealth’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	$388K	Buy	34,799 +4,637	+15%	+$55.9K	0.04%	241
2026 Q1	$340K	Sell	30,162 -2,365	-7%	-$25.6K	0.04%	227
2025 Q4	$314K	Sell	32,527 -5,365	-14%	-$50.8K	0.04%	227
2025 Q3	$319K	Buy	37,892 +3,433	+10%	+$26.9K	0.04%	231
2025 Q2	$292K	Buy	+34,459	New	+$283K	0.04%	237

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

Naviter Wealth's ERIC Position: Q2 2026 in Review

Naviter Wealth increased its Ericsson (ERIC) stake by 15% in Q2 2026, buying an estimated $55.9K and bringing the position to 34,799 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #241.

Naviter Wealth first reported a position in ERIC in Q2 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Naviter Wealth held 34,799 shares of Ericsson worth $388K as of Q2 2026.
Naviter Wealth bought 4,637 Ericsson shares in Q2 2026, an estimated $55.9K.
Ericsson made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #241 holding.
Naviter Wealth first reported a position in Ericsson in Q2 2025 and has held it in 5 quarters since.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.