Ritholtz Wealth Management
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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
Q3 		$4.13M Sell
451,707
-39,517
-8% -$399K 0.06% 235
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Azzad Asset Management
Azzad Asset Management Falls Church, Virginia $1.11B AUM 30.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ritholtz Wealth Management's ERIC Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Ericsson (ERIC) stake by 8% in Q3 2026, selling an estimated $399K and leaving 451,707 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #235.

Ritholtz Wealth Management first reported a position in ERIC in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.48M in Q2 2026. 200 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Ritholtz Wealth Management held 451,707 shares of Ericsson worth $4.13M as of Q3 2026.
  • Ritholtz Wealth Management sold 39,517 Ericsson shares in Q3 2026, an estimated $399K.
  • Ericsson made up 0.06% of Ritholtz Wealth Management's portfolio in Q3 2026, its #235 holding.
  • Ritholtz Wealth Management first reported a position in Ericsson in Q1 2021 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's Ericsson position peaked at $5.48M in Q2 2026.
  • 200 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.