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Private Wealth Asset Management’s Ericsson ERIC Stock Holding History

Private Wealth Asset Management’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
2025
Q4 		– Sell
-96
Closed -$794 – 1115
2025
Q3 		$794 Hold
96
– – ﹤0.01% 865
2025
Q2 		$814 Hold
96
– – ﹤0.01% 865
2025
Q1 		$745 Buy
+96
New +$775 ﹤0.01% 939

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Wealth Asset Management's ERIC Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 96 shares — an estimated $794 sold.

Private Wealth Asset Management first reported a position in ERIC in Q1 2025 and held it in 3 quarters. The position peaked at $814 in Q2 2025. 351 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

  • Private Wealth Asset Management reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 96 Ericsson shares in Q4 2025, an estimated $794.
  • Private Wealth Asset Management first reported a position in Ericsson in Q1 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's Ericsson position peaked at $814 in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.