Sequoia Financial Advisors’s Ericsson ERIC Stock Holding History

Sequoia Financial Advisors’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	$571K	Sell	51,242 -22,911	-31%	-$276K	﹤0.01%	1263
2026 Q1	$836K	Sell	74,153 -1,727	-2%	-$18.7K	﹤0.01%	978
2025 Q4	$732K	Buy	75,880 +31,596	+71%	+$299K	﹤0.01%	1063
2025 Q3	$366K	Buy	44,284 +19,913	+82%	+$156K	﹤0.01%	1290
2025 Q2	$207K	Sell	24,371 -3,318	-12%	-$27.3K	﹤0.01%	1470
2025 Q1	$215K	Sell	27,689 -48,123	-63%	-$389K	﹤0.01%	1231
2024 Q4	$611K	Buy	75,812 +2,763	+4%	+$22.5K	0.01%	738
2024 Q3	$554K	Sell	73,049 -1,211	-2%	-$8.47K	0.01%	714
2024 Q2	$458K	Sell	74,260 -1,471	-2%	-$8.22K	0.01%	722
2024 Q1	$417K	Sell	75,731 -285,689	-79%	-$1.61M	0.01%	746
2023 Q4	$2.28M	Buy	361,420 +290,949	+413%	+$1.47M	0.03%	332
2023 Q3	$342K	Sell	70,471 -4,510	-6%	-$22.9K	0.01%	640
2023 Q2	$409K	Buy	+74,981	New	+$402K	0.01%	591

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

Sequoia Financial Advisors's ERIC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Ericsson (ERIC) stake by 31% in Q2 2026, selling an estimated $276K and leaving 51,242 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Sequoia Financial Advisors first reported a position in ERIC in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.28M in Q4 2023. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Sequoia Financial Advisors held 51,242 shares of Ericsson worth $571K as of Q2 2026.
Sequoia Financial Advisors sold 22,911 Ericsson shares in Q2 2026, an estimated $276K.
Ericsson made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1263 holding.
Sequoia Financial Advisors first reported a position in Ericsson in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's Ericsson position peaked at $2.28M in Q4 2023.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.