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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
Q2 		$5.48M Buy
491,224
+45,873
+10% +$553K 0.08% 166
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 $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

Ritholtz Wealth Management's ERIC Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Ericsson (ERIC) stake by 10% in Q2 2026, buying an estimated $553K and bringing the position to 491,224 shares worth $5.48M. The position accounts for 0.08% of the portfolio, ranked #166.

Ritholtz Wealth Management first reported a position in ERIC in Q1 2021 and has held it in 18 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Ritholtz Wealth Management held 491,224 shares of Ericsson worth $5.48M as of Q2 2026.
  • Ritholtz Wealth Management bought 45,873 Ericsson shares in Q2 2026, an estimated $553K.
  • Ericsson made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Ritholtz Wealth Management first reported a position in Ericsson in Q1 2021 and has held it in 18 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.