Ruedi Wealth Management’s Ericsson ERIC Stock Holding History

Ruedi 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 Q2	$214K	Hold	19,201	–	–	0.05%	59
2026 Q1	$216K	Hold	19,201	–	–	0.06%	57
2025 Q4	$185K	Buy	+19,201	New	+$182K	0.05%	58
2025 Q3	–	Sell	-19,157	Closed	-$162K	–	54
2025 Q2	$162K	Hold	19,157	–	–	0.05%	55
2025 Q1	$149K	Hold	19,157	–	–	0.05%	54
2024 Q4	$154K	Hold	19,157	–	–	0.05%	53
2024 Q3	$145K	Hold	19,157	–	–	0.05%	55
2024 Q2	$118K	Hold	19,157	–	–	0.05%	61
2024 Q1	$106K	Hold	19,157	–	–	0.04%	61
2023 Q4	$121K	Sell	19,157 -9,141	-32%	-$46.3K	0.06%	55
2023 Q3	$138K	Hold	28,298	–	–	0.08%	50
2023 Q2	$154K	Buy	28,298 +261	+0.9%	+$1.4K	0.09%	46
2023 Q1	$164K	Hold	28,037	–	–	0.11%	42
2022 Q4	$164K	Buy	+28,037	New	+$169K	0.12%	45

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

Ruedi Wealth Management's ERIC Position: Q2 2026 in Review

Ruedi Wealth Management held its Ericsson (ERIC) position steady in Q2 2026 at 19,201 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #59.

Ruedi Wealth Management first reported a position in ERIC in Q4 2022 and has held it in 14 quarters since. The position peaked at $216K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Ruedi Wealth Management held 19,201 shares of Ericsson worth $214K as of Q2 2026.
Ruedi Wealth Management left its Ericsson share count unchanged in Q2 2026.
Ericsson made up 0.05% of Ruedi Wealth Management's portfolio in Q2 2026, its #59 holding.
Ruedi Wealth Management first reported a position in Ericsson in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Ericsson position peaked at $216K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.