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 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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Root Financial Partners's ERIC Position: Q2 2026 in Review

Root Financial Partners sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 118 shares — an estimated $1.33K sold.

Root Financial Partners first reported a position in ERIC in Q3 2025 and held it in 3 quarters. The position peaked at $1.33K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Root Financial Partners reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 118 Ericsson shares in Q2 2026, an estimated $1.33K.
Root Financial Partners first reported a position in Ericsson in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Ericsson position peaked at $1.33K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.