Pinnacle Wealth Planning Services’s Ericsson ERIC Stock Holding History

Pinnacle Wealth Planning Services’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	$51.9K	Sell	5,669 -274	-5%	-$2.77K	0.01%	1244
2026 Q2	$66.3K	Buy	5,943 +1,129	+23%	+$13.6K	0.01%	1095
2026 Q1	$54.3K	Buy	4,814 +277	+6%	+$3K	0.01%	1155
2025 Q4	$43.8K	Buy	+4,537	New	+$43K	﹤0.01%	1288
2022 Q4	–	Sell	-15,231	Closed	-$87K	–	465
2022 Q3	$87K	Buy	15,231 +5,163	+51%	+$37K	0.02%	375
2022 Q2	$75K	Buy	+10,068	New	+$82.2K	0.01%	396
2022 Q1	–	Sell	-11,719	Closed	-$127K	–	452
2021 Q4	$127K	Buy	11,719 +1,498	+15%	+$16.4K	0.02%	387
2021 Q3	$114K	Buy	+10,221	New	+$121K	0.03%	352
2021 Q1	–	Sell	-8,884	Closed	-$106K	–	851
2020 Q4	$106K	Buy	+8,884	New	+$104K	0.03%	447

Other funds holding ERIC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's ERIC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Ericsson (ERIC) stake by 4.6% in Q3 2026, selling an estimated $2.77K and leaving 5,669 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #1244.

Pinnacle Wealth Planning Services first reported a position in ERIC in Q4 2020 and has held it in 9 quarters since. The position peaked at $127K in Q4 2021. 103 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

Pinnacle Wealth Planning Services held 5,669 shares of Ericsson worth $51.9K as of Q3 2026.
Pinnacle Wealth Planning Services sold 274 Ericsson shares in Q3 2026, an estimated $2.77K.
Ericsson made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1244 holding.
Pinnacle Wealth Planning Services first reported a position in Ericsson in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Ericsson position peaked at $127K in Q4 2021.
103 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.