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Physician Wealth Advisors’s Ericsson ERIC Stock Holding History

Physician Wealth 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 		$2.17K Buy
195
+75
+63% +$904 ﹤0.01% 1471
2026
Q1 		$1.35K Buy
120
+67
+126% +$725 ﹤0.01% 1518
2025
Q4 		$512 Buy
+53
New +$502 ﹤0.01% 1874
2025
Q3 		– Sell
-137
Closed -$1.16K – 1951
2025
Q2 		$1.16K Buy
+137
New +$1.13K ﹤0.01% 1294

Other funds holding ERIC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

Physician Wealth Advisors's ERIC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Ericsson (ERIC) stake by 63% in Q2 2026, buying an estimated $904 and bringing the position to 195 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Physician Wealth Advisors first reported a position in ERIC in Q2 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Physician Wealth Advisors held 195 shares of Ericsson worth $2.17K as of Q2 2026.
  • Physician Wealth Advisors bought 75 Ericsson shares in Q2 2026, an estimated $904.
  • Ericsson made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1471 holding.
  • Physician Wealth Advisors first reported a position in Ericsson in Q2 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.