Shelton Capital Management’s Ericsson ERIC Stock Holding History

Shelton Capital 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	–	Sell	-68,807	Closed	-$775K	–	760
2026 Q1	$775K	Sell	68,807 -9,500	-12%	-$103K	0.02%	291
2025 Q4	$756K	Sell	78,307 -10,500	-12%	-$99.4K	0.01%	288
2025 Q3	$734K	Buy	+88,807	New	+$695K	0.02%	286
2014 Q4	–	Sell	-12,888	Closed	-$162K	–	795
2014 Q3	$162K	Hold	12,888	–	–	0.02%	739
2014 Q2	$156K	Hold	12,888	–	–	0.02%	785
2014 Q1	$172K	Hold	12,888	–	–	0.03%	741
2013 Q4	$158K	Hold	12,888	–	–	0.02%	728
2013 Q3	$172K	Hold	12,888	–	–	0.03%	662
2013 Q2	$145K	Buy	+12,888	New	+$154K	0.03%	623

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

Shelton Capital Management's ERIC Position: Q2 2026 in Review

Shelton Capital Management sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 68,807 shares — an estimated $775K sold.

Shelton Capital Management first reported a position in ERIC in Q2 2013 and held it in 9 quarters. The position peaked at $775K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Shelton Capital Management reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
Shelton Capital Management sold 68,807 Ericsson shares in Q2 2026, an estimated $775K.
Shelton Capital Management first reported a position in Ericsson in Q2 2013 and held it in 9 quarters.
Shelton Capital Management's Ericsson position peaked at $775K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.