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Net Worth Advisory Group’s Ericsson ERIC Stock Holding History

Net Worth Advisory Group’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 		$357K Sell
31,990
-1,705
-5% -$20.6K 0.09% 238
2026
Q1 		$380K Sell
33,695
-4,780
-12% -$51.8K 0.08% 248
2025
Q4 		$371K Sell
38,475
-302
-0.8% -$2.86K 0.08% 257
2025
Q3 		$321K Buy
+38,777
New +$303K 0.09% 259

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Net Worth Advisory Group's ERIC Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Ericsson (ERIC) stake by 5.1% in Q2 2026, selling an estimated $20.6K and leaving 31,990 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #238.

Net Worth Advisory Group first reported a position in ERIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $380K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Net Worth Advisory Group held 31,990 shares of Ericsson worth $357K as of Q2 2026.
  • Net Worth Advisory Group sold 1,705 Ericsson shares in Q2 2026, an estimated $20.6K.
  • Ericsson made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #238 holding.
  • Net Worth Advisory Group first reported a position in Ericsson in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Ericsson position peaked at $380K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.