Rockefeller Capital Management
ERIC icon

Rockefeller Capital Management’s Ericsson ERIC Stock Holding History

Rockefeller 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 		$214K Buy
19,209
+6,030
+46% +$72.7K ﹤0.01% 2569
2026
Q1 		$149K Buy
13,179
+2,025
+18% +$21.9K ﹤0.01% 2647
2025
Q4 		$108K Buy
11,154
+279
+3% +$2.64K ﹤0.01% 2688
2025
Q3 		$89.9K Buy
+10,875
New +$85.1K ﹤0.01% 2627
2023
Q1 		– Sell
-9,710
Closed -$56K – 2544
2022
Q4 		$56K Sell
9,710
-1,197
-11% -$7.19K ﹤0.01% 2334
2022
Q3 		$61K Buy
10,907
+898
+9% +$6.43K ﹤0.01% 2243
2022
Q2 		$73K Sell
10,009
-4,292
-30% -$35.1K ﹤0.01% 2106
2022
Q1 		$130K Sell
14,301
-348,466
-96% -$3.63M ﹤0.01% 1871
2021
Q4 		$3.94M Sell
362,767
-242,735
-40% -$2.65M 0.02% 607
2021
Q3 		$6.78M Buy
605,502
+113,865
+23% +$1.35M 0.04% 396
2021
Q2 		$6.18M Buy
491,637
+167,215
+52% +$2.24M 0.03% 395
2021
Q1 		$4.28M Buy
324,422
+52,861
+19% +$673K 0.03% 397
2020
Q4 		$3.24M Buy
271,561
+33,825
+14% +$396K 0.02% 398
2020
Q3 		$2.59M Buy
237,736
+30,740
+15% +$339K 0.02% 372
2020
Q2 		$1.93M Buy
206,996
+206,956
+517,390% +$1.8M 0.02% 398
2020
Q1 		$0 Hold
40
– – ﹤0.01% 2383
2019
Q4 		$0 Sell
40
-3,600
-99% -$31.9K ﹤0.01% 2089
2019
Q3 		$29K Buy
3,640
+3,562
+4,567% +$30.4K ﹤0.01% 1116
2019
Q2 		$1K Sell
78
-3,757
-98% -$36.4K ﹤0.01% 1589
2019
Q1 		$35K Buy
+3,835
New +$34.7K ﹤0.01% 1024

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

Rockefeller Capital Management's ERIC Position: Q2 2026 in Review

Rockefeller Capital Management increased its Ericsson (ERIC) stake by 46% in Q2 2026, buying an estimated $72.7K and bringing the position to 19,209 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Rockefeller Capital Management first reported a position in ERIC in Q1 2019 and has held it in 20 quarters since. The position peaked at $6.78M in Q3 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Rockefeller Capital Management held 19,209 shares of Ericsson worth $214K as of Q2 2026.
  • Rockefeller Capital Management bought 6,030 Ericsson shares in Q2 2026, an estimated $72.7K.
  • Ericsson made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2569 holding.
  • Rockefeller Capital Management first reported a position in Ericsson in Q1 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Ericsson position peaked at $6.78M in Q3 2021.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.