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Personal CFO Solutions’s Ericsson ERIC Stock Holding History

Personal CFO Solutions’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 		$276K Buy
+24,718
New +$298K 0.04% 427
2025
Q3 		– Sell
-26,002
Closed -$220K – 502
2025
Q2 		$220K Buy
26,002
+1,672
+7% +$13.7K 0.04% 438
2025
Q1 		$189K Sell
24,330
-200
-0.8% -$1.61K 0.04% 435
2024
Q4 		$198K Buy
+24,530
New +$199K 0.04% 448

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

Personal CFO Solutions's ERIC Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Ericsson (ERIC) in Q2 2026: 24,718 shares worth $276K. The stake represents 0.04% of the portfolio and ranks #427 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in ERIC as recently as Q2 2025.

Personal CFO Solutions first reported a position in ERIC in Q4 2024 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Personal CFO Solutions held 24,718 shares of Ericsson worth $276K as of Q2 2026.
  • Ericsson was a new Personal CFO Solutions position in Q2 2026.
  • Ericsson made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #427 holding.
  • Personal CFO Solutions first reported a position in Ericsson in Q4 2024 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.