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Rothschild Investment LLC’s Ericsson ERIC Stock Holding History

Rothschild Investment LLC’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 		$40.6K Sell
3,643
-229
-6% -$2.76K ﹤0.01% 1297
2026
Q1 		$43.6K Buy
3,872
+274
+8% +$2.97K ﹤0.01% 1155
2025
Q4 		$34.7K Buy
3,598
+14
+0.4% +$133 ﹤0.01% 1136
2025
Q3 		$29.6K Buy
3,584
+187
+6% +$1.46K ﹤0.01% 1134
2025
Q2 		$28.8K Buy
3,397
+402
+13% +$3.3K ﹤0.01% 929
2025
Q1 		$23.2K Sell
2,995
-69
-2% -$557 ﹤0.01% 965
2024
Q4 		$24.7K Sell
3,064
-302
-9% -$2.46K ﹤0.01% 948
2024
Q3 		$25.5K Buy
3,366
+641
+24% +$4.49K ﹤0.01% 943
2024
Q2 		$16.8K Buy
2,725
+1,018
+60% +$5.69K ﹤0.01% 1006
2024
Q1 		$9.41K Sell
1,707
-1,755
-51% -$9.89K ﹤0.01% 1057
2023
Q4 		$21.8K Buy
+3,462
New +$17.6K ﹤0.01% 839

Other funds holding ERIC

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Rothschild Investment LLC's ERIC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Ericsson (ERIC) stake by 5.9% in Q2 2026, selling an estimated $2.76K and leaving 3,643 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Rothschild Investment LLC first reported a position in ERIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.6K in Q1 2026. 192 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Rothschild Investment LLC held 3,643 shares of Ericsson worth $40.6K as of Q2 2026.
  • Rothschild Investment LLC sold 229 Ericsson shares in Q2 2026, an estimated $2.76K.
  • Ericsson made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1297 holding.
  • Rothschild Investment LLC first reported a position in Ericsson in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Ericsson position peaked at $43.6K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.