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Ritholtz Wealth Management’s Ericsson ERIC Stock Holding History

Ritholtz Wealth 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
Q1 		$5.02M Buy
445,351
+65,651
+17% +$711K 0.09% 157
2025
Q4 		$3.66M Buy
379,700
+64,787
+21% +$614K 0.07% 212
2025
Q3 		$2.6M Buy
314,913
+11,375
+4% +$89K 0.05% 264
2025
Q2 		$2.57M Sell
303,538
-19,158
-6% -$157K 0.06% 233
2025
Q1 		$2.5M Sell
322,696
-40,268
-11% -$325K 0.07% 199
2024
Q4 		$2.93M Buy
362,964
+180,546
+99% +$1.47M 0.09% 148
2024
Q3 		$1.38M Buy
182,418
+26,479
+17% +$185K 0.04% 305
2024
Q2 		$962K Sell
155,939
-10,404
-6% -$58.1K 0.03% 359
2024
Q1 		$917K Buy
166,343
+28,222
+20% +$159K 0.03% 384
2023
Q4 		$870K Buy
138,121
+12,391
+10% +$62.8K 0.03% 361
2023
Q3 		$611K Buy
125,730
+18,564
+17% +$94.5K 0.03% 410
2023
Q2 		$584K Buy
107,166
+31,308
+41% +$168K 0.03% 396
2023
Q1 		$444K Buy
75,858
+26,379
+53% +$150K 0.02% 438
2022
Q4 		$289K Buy
49,479
+28,252
+133% +$170K 0.02% 462
2022
Q3 		$122K Buy
+21,227
New +$152K 0.01% 680
2021
Q3 		– Sell
-17,380
Closed -$219K – 542
2021
Q2 		$219K Buy
17,380
+3,566
+26% +$47.7K 0.02% 433
2021
Q1 		$182K Buy
+13,814
New +$176K 0.02% 414

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ritholtz Wealth Management's ERIC Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Ericsson (ERIC) stake by 17% in Q1 2026, buying an estimated $711K and bringing the position to 445,351 shares worth $5.02M. The position accounts for 0.09% of the portfolio, ranked #157.

Ritholtz Wealth Management first reported a position in ERIC in Q1 2021 and has held it in 17 quarters since. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • Ritholtz Wealth Management held 445,351 shares of Ericsson worth $5.02M as of Q1 2026.
  • Ritholtz Wealth Management bought 65,651 Ericsson shares in Q1 2026, an estimated $711K.
  • Ericsson made up 0.09% of Ritholtz Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Ritholtz Wealth Management first reported a position in Ericsson in Q1 2021 and has held it in 17 quarters since.
  • 372 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.