SHP Wealth Management’s Ericsson ERIC Stock Holding History

SHP 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 Q1	$338	Buy	+30	New	+$325	﹤0.01%	1684

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's ERIC Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Ericsson (ERIC) in Q1 2026: 30 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings.

375 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

SHP Wealth Management held 30 shares of Ericsson worth $338 as of Q1 2026.
Ericsson was a new SHP Wealth Management position in Q1 2026.
Ericsson made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1684 holding.
375 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.