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Retirement Wealth Solutions’s Ericsson ERIC Stock Holding History

Retirement Wealth Solutions’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 		$4.24K Sell
380
-41
-10% -$494 ﹤0.01% 380
2026
Q1 		$4.75K Buy
421
+241
+134% +$2.61K ﹤0.01% 330
2025
Q4 		$1.74K Buy
180
+85
+89% +$805 ﹤0.01% 484
2025
Q3 		$786 Buy
+95
New +$743 ﹤0.01% 609

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Retirement Wealth Solutions's ERIC Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Ericsson (ERIC) stake by 9.7% in Q2 2026, selling an estimated $494 and leaving 380 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Retirement Wealth Solutions first reported a position in ERIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.75K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Retirement Wealth Solutions held 380 shares of Ericsson worth $4.24K as of Q2 2026.
  • Retirement Wealth Solutions sold 41 Ericsson shares in Q2 2026, an estimated $494.
  • Ericsson made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #380 holding.
  • Retirement Wealth Solutions first reported a position in Ericsson in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Ericsson position peaked at $4.75K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.