Plante Moran Financial Advisors’s Ericsson ERIC Stock Holding History

Plante Moran Financial 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	$1.3K	Buy	+117	New	+$1.41K	﹤0.01%	829
2018 Q3	–	Sell	-5,500	Closed	-$42K	–	777
2018 Q2	$42K	Buy	5,500 +3,199	+139%	+$23.4K	0.02%	363
2018 Q1	$15K	Buy	2,301 +301	+15%	+$2.03K	0.01%	546
2017 Q4	$13K	Buy	+2,000	New	+$12.5K	0.01%	556
2017 Q1	–	Sell	-301	Closed	-$2K	–	914
2016 Q4	$2K	Hold	301	–	–	﹤0.01%	847
2016 Q3	$2K	Sell	301 -297	-50%	-$2.15K	﹤0.01%	831
2016 Q2	$5K	Buy	598 +297	+99%	+$2.44K	﹤0.01%	628
2016 Q1	$3K	Buy	+301	New	+$2.77K	﹤0.01%	653
2014 Q1	–	Sell	-463	Closed	-$6K	–	644
2013 Q4	$6K	Buy	+463	New	+$5.75K	﹤0.01%	515

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

Plante Moran Financial Advisors's ERIC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Ericsson (ERIC) in Q2 2026: 117 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in ERIC as recently as Q2 2018.

Plante Moran Financial Advisors first reported a position in ERIC in Q4 2013 and has held it in 9 quarters since. The position peaked at $42K in Q2 2018. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Plante Moran Financial Advisors held 117 shares of Ericsson worth $1.3K as of Q2 2026.
Ericsson was a new Plante Moran Financial Advisors position in Q2 2026.
Ericsson made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #829 holding.
Plante Moran Financial Advisors first reported a position in Ericsson in Q4 2013 and has held it in 9 quarters since.
Plante Moran Financial Advisors's Ericsson position peaked at $42K in Q2 2018.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.