QRG Capital Management’s Ericsson ERIC Stock Holding History

QRG Capital 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
2026 Q2	$3.54M	Sell	317,254 -42,373	-12%	-$511K	0.03%	362
2026 Q1	$4.05M	Buy	359,627 +59,560	+20%	+$645K	0.04%	310
2025 Q4	$2.9M	Buy	300,067 +21,755	+8%	+$206K	0.03%	343
2025 Q3	$2.3M	Sell	278,312 -226,784	-45%	-$1.77M	0.03%	367
2025 Q2	$4.28M	Buy	505,096 +10,979	+2%	+$90.2K	0.04%	340
2025 Q1	$3.83M	Sell	494,117 -20,380	-4%	-$165K	0.04%	344
2024 Q4	$4.15M	Sell	514,497 -1,890	-0.4%	-$15.4K	0.04%	321
2024 Q3	$3.91M	Buy	516,387 +328,156	+174%	+$2.3M	0.04%	328
2024 Q2	$1.16M	Buy	188,231 +120,072	+176%	+$671K	0.01%	521
2024 Q1	$376K	Sell	68,159 -39,665	-37%	-$224K	﹤0.01%	834
2023 Q4	$679K	Buy	107,824 +2,753	+3%	+$14K	0.01%	628
2023 Q3	$511K	Buy	+105,071	New	+$535K	0.01%	658

Other funds holding ERIC

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return