Sowell Financial Services’s Ericsson ERIC Stock Holding History

Sowell Financial Services’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	$119K	Buy	+10,655	New	+$128K	﹤0.01%	1128
2022 Q2	–	Sell	-35,229	Closed	-$264K	–	298
2022 Q1	$264K	Buy	35,229 +15,114	+75%	+$157K	0.05%	164
2021 Q4	$219K	Buy	+20,115	New	+$220K	0.01%	502
2021 Q3	–	Sell	-17,244	Closed	-$217K	–	492
2021 Q2	$217K	Sell	17,244 -4,642	-21%	-$62.1K	0.01%	506
2021 Q1	$300K	Buy	21,886 +10,018	+84%	+$128K	0.01%	848
2020 Q4	$142K	Buy	11,868 +10,511	+775%	+$123K	0.01%	1003
2020 Q3	$15K	Sell	1,357 -191	-12%	-$2.11K	﹤0.01%	1670
2020 Q2	$14K	Sell	1,548 -3,128	-67%	-$27.2K	﹤0.01%	1570
2020 Q1	$38K	Buy	4,676 +4,028	+622%	+$32.9K	﹤0.01%	1138
2019 Q4	$6K	Hold	648	–	–	﹤0.01%	1834
2019 Q3	$5K	Buy	+648	New	+$5.53K	﹤0.01%	1759

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

Sowell Financial Services's ERIC Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Ericsson (ERIC) in Q2 2026: 10,655 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ERIC as recently as Q1 2022.

Sowell Financial Services first reported a position in ERIC in Q3 2019 and has held it in 11 quarters since. The position peaked at $300K in Q1 2021. 390 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Sowell Financial Services held 10,655 shares of Ericsson worth $119K as of Q2 2026.
Ericsson was a new Sowell Financial Services position in Q2 2026.
Ericsson made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1128 holding.
Sowell Financial Services first reported a position in Ericsson in Q3 2019 and has held it in 11 quarters since.
Sowell Financial Services's Ericsson position peaked at $300K in Q1 2021.
390 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.