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Spire Wealth Management’s Ericsson ERIC Stock Holding History

Spire 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
Q2 		$1.18K Sell
105
-99
-49% -$1.19K ﹤0.01% 2109
2026
Q1 		$2.3K Hold
204
– – ﹤0.01% 2019
2025
Q4 		$1.97K Sell
204
-124
-38% -$1.17K ﹤0.01% 2102
2025
Q3 		$2.71K Hold
328
– – ﹤0.01% 2098
2025
Q2 		$2.78K Buy
328
+2
+0.6% +$16 ﹤0.01% 2106
2025
Q1 		$2.53K Sell
326
-32
-9% -$258 ﹤0.01% 2229
2024
Q4 		$2.89K Buy
358
+33
+10% +$268 ﹤0.01% 2172
2024
Q3 		$2.46K Sell
325
-42
-11% -$294 ﹤0.01% 1963
2024
Q2 		$2.26K Buy
367
+226
+160% +$1.26K ﹤0.01% 1987
2024
Q1 		$776 Sell
141
-125
-47% -$705 ﹤0.01% 2245
2023
Q4 		$1.56K Sell
266
-99
-27% -$502 ﹤0.01% 2192
2023
Q3 		$1.77K Hold
365
– – ﹤0.01% 2156
2023
Q2 		$1.99K Buy
365
+40
+12% +$215 ﹤0.01% 2196
2023
Q1 		$1.9K Buy
325
+125
+63% +$713 ﹤0.01% 2272
2022
Q4 		$1K Hold
200
– – ﹤0.01% 2169
2022
Q3 		$1K Sell
200
-125
-38% -$896 ﹤0.01% 2068
2022
Q2 		$2K Buy
325
+125
+63% +$1.02K ﹤0.01% 2350
2022
Q1 		$2K Sell
200
-2,276
-92% -$23.7K ﹤0.01% 2387
2021
Q4 		$27K Buy
2,476
+2,276
+1,138% +$24.9K ﹤0.01% 2007
2021
Q3 		$2K Sell
200
-1,000
-83% -$11.8K ﹤0.01% 2457
2021
Q2 		$15K Sell
1,200
-1,546
-56% -$20.7K ﹤0.01% 1981
2021
Q1 		$37K Buy
+2,746
New +$35K ﹤0.01% 1873

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Spire Wealth Management's ERIC Position: Q2 2026 in Review

Spire Wealth Management reduced its Ericsson (ERIC) stake by 49% in Q2 2026, selling an estimated $1.19K and leaving 105 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Spire Wealth Management first reported a position in ERIC in Q1 2021 and has held it in 22 quarters since. The position peaked at $37K in Q1 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Spire Wealth Management held 105 shares of Ericsson worth $1.18K as of Q2 2026.
  • Spire Wealth Management sold 99 Ericsson shares in Q2 2026, an estimated $1.19K.
  • Ericsson made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2109 holding.
  • Spire Wealth Management first reported a position in Ericsson in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Ericsson position peaked at $37K in Q1 2021.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.