North Star Investment Management’s Ericsson ERIC Stock Holding History

North Star Investment Management’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	$636	Hold	57	–	–	﹤0.01%	1613
2026 Q1	$642	Hold	57	–	–	﹤0.01%	1553
2025 Q4	$550	Hold	57	–	–	﹤0.01%	1456
2025 Q3	$471	Hold	57	–	–	﹤0.01%	1266
2025 Q2	$483	Hold	57	–	–	﹤0.01%	1162
2025 Q1	$442	Hold	57	–	–	﹤0.01%	1150
2024 Q4	$459	Hold	57	–	–	﹤0.01%	1174
2024 Q3	$432	Hold	57	–	–	﹤0.01%	1134
2024 Q2	$352	Hold	57	–	–	﹤0.01%	1117
2024 Q1	$314	Hold	57	–	–	﹤0.01%	1192
2023 Q4	$359	Hold	57	–	–	﹤0.01%	1149
2023 Q3	$277	Hold	57	–	–	﹤0.01%	1232
2023 Q2	$311	Hold	57	–	–	﹤0.01%	1243
2023 Q1	$333	Hold	57	–	–	﹤0.01%	1255
2022 Q4	$333	Hold	57	–	–	﹤0.01%	1259
2022 Q3	$0	Hold	57	–	–	﹤0.01%	1143
2022 Q2	$0	Hold	57	–	–	﹤0.01%	1147
2022 Q1	$1K	Hold	57	–	–	﹤0.01%	1096
2021 Q4	$1K	Hold	57	–	–	﹤0.01%	1124
2021 Q3	$1K	Hold	57	–	–	﹤0.01%	1070
2021 Q2	$1K	Sell	57 -57	-50%	-$763	﹤0.01%	1049
2021 Q1	$2K	Buy	+114	New	+$1.45K	﹤0.01%	972

Other funds holding ERIC

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

North Star Investment Management's ERIC Position: Q2 2026 in Review

North Star Investment Management held its Ericsson (ERIC) position steady in Q2 2026 at 57 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

North Star Investment Management first reported a position in ERIC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2K in Q1 2021. 105 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

North Star Investment Management held 57 shares of Ericsson worth $636 as of Q2 2026.
North Star Investment Management left its Ericsson share count unchanged in Q2 2026.
Ericsson made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1613 holding.
North Star Investment Management first reported a position in Ericsson in Q1 2021 and has held it in 22 quarters since.
North Star Investment Management's Ericsson position peaked at $2K in Q1 2021.
105 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.