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 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

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

Pinnacle Wealth Planning Services's ERIC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ericsson (ERIC) stake by 23% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,943 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #1095.

Pinnacle Wealth Planning Services first reported a position in ERIC in Q4 2020 and has held it in 8 quarters since. The position peaked at $127K in Q4 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Pinnacle Wealth Planning Services held 5,943 shares of Ericsson worth $66.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,129 Ericsson shares in Q2 2026, an estimated $13.6K.
Ericsson made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1095 holding.
Pinnacle Wealth Planning Services first reported a position in Ericsson in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Ericsson position peaked at $127K in Q4 2021.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.