Root Financial Partners
ERIC icon

Root Financial Partners’s Ericsson ERIC Stock Holding History

Root Financial Partners’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 		$8.4K Buy
+918
New +$9.27K ﹤0.01% 1999
2026
Q2 		– Sell
-118
Closed -$1.33K – 1264
2026
Q1 		$1.33K Buy
118
+37
+46% +$401 ﹤0.01% 2481
2025
Q4 		$782 Buy
81
+40
+98% +$379 ﹤0.01% 2147
2025
Q3 		$339 Buy
+41
New +$321 ﹤0.01% 2175

Other funds holding ERIC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Root Financial Partners's ERIC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ericsson (ERIC) in Q3 2026: 918 shares worth $8.4K. The stake represents ﹤0.01% of the portfolio and ranks #1999 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ERIC as recently as Q1 2026.

Root Financial Partners first reported a position in ERIC in Q3 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Root Financial Partners held 918 shares of Ericsson worth $8.4K as of Q3 2026.
  • Ericsson was a new Root Financial Partners position in Q3 2026.
  • Ericsson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1999 holding.
  • Root Financial Partners first reported a position in Ericsson in Q3 2025 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.