SAG
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SageView Advisory Group’s Ericsson ERIC Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,230
Closed -$11.9K – 1155
2025
Q4 		$11.9K Buy
+1,230
New +$11.6K ﹤0.01% 1652

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's ERIC Position: Q1 2026 in Review

SageView Advisory Group sold out of Ericsson (ERIC) in Q1 2026, closing a stake of 1,230 shares — an estimated $11.9K sold.

SageView Advisory Group first reported a position in ERIC in Q4 2025 and held it in 1 quarter. The position peaked at $11.9K in Q4 2025. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • SageView Advisory Group reported no remaining Ericsson position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,230 Ericsson shares in Q1 2026, an estimated $11.9K.
  • SageView Advisory Group first reported a position in Ericsson in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Ericsson position peaked at $11.9K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.