Principia Wealth Advisory’s Ericsson ERIC Stock Holding History

Principia Wealth Advisory’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	$2.44K	Sell	219 -2	-0.9%	-$24	﹤0.01%	538
2026 Q1	$2.49K	Buy	221 +64	+41%	+$693	﹤0.01%	452
2025 Q4	$1.51K	Hold	157	–	–	﹤0.01%	545
2025 Q3	$1.3K	Buy	157 +103	+191%	+$806	﹤0.01%	551
2025 Q2	$458	Buy	+54	New	+$444	﹤0.01%	752

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

Principia Wealth Advisory's ERIC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Ericsson (ERIC) stake by 0.9% in Q2 2026, selling an estimated $24 and leaving 219 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Principia Wealth Advisory first reported a position in ERIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.49K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Principia Wealth Advisory held 219 shares of Ericsson worth $2.44K as of Q2 2026.
Principia Wealth Advisory sold 2 Ericsson shares in Q2 2026, an estimated $24.
Ericsson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #538 holding.
Principia Wealth Advisory first reported a position in Ericsson in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Ericsson position peaked at $2.49K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.