Net Worth Advisory Group
ERIC icon

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
Q3 		$255K Sell
27,620
-4,370
-14% -$44.1K 0.06% 338
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

Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Net Worth Advisory Group's ERIC Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Ericsson (ERIC) stake by 14% in Q3 2026, selling an estimated $44.1K and leaving 27,620 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #338.

Net Worth Advisory Group first reported a position in ERIC in Q3 2025 and has held it in 5 quarters since. The position peaked at $380K in Q1 2026. 99 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Net Worth Advisory Group held 27,620 shares of Ericsson worth $255K as of Q3 2026.
  • Net Worth Advisory Group sold 4,370 Ericsson shares in Q3 2026, an estimated $44.1K.
  • Ericsson made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #338 holding.
  • Net Worth Advisory Group first reported a position in Ericsson in Q3 2025 and has held it in 5 quarters since.
  • Net Worth Advisory Group's Ericsson position peaked at $380K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.