O'Neil Global Advisors’s Ericsson ERIC Stock Holding History

O'Neil Global 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	–	Sell	-88,096	Closed	-$993K	–	66
2026 Q1	$993K	Buy	+88,096	New	+$954K	6.88%	6

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

O'Neil Global Advisors's ERIC Position: Q2 2026 in Review

O'Neil Global Advisors sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 88,096 shares — an estimated $993K sold.

O'Neil Global Advisors first reported a position in ERIC in Q1 2026 and held it in 1 quarter. The position peaked at $993K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

O'Neil Global Advisors reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
O'Neil Global Advisors sold 88,096 Ericsson shares in Q2 2026, an estimated $993K.
O'Neil Global Advisors first reported a position in Ericsson in Q1 2026 and held it in 1 quarter.
O'Neil Global Advisors's Ericsson position peaked at $993K in Q1 2026.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.