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Steward Partners Investment Advisory’s Ericsson ERIC Stock Holding History

Steward Partners Investment Advisory’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 		$17.9K Buy
1,609
+691
+75% +$8.33K ﹤0.01% 3457
2026
Q1 		$10.3K Sell
918
-5
-0.5% -$54 ﹤0.01% 3543
2025
Q4 		$8.91K Hold
923
– – ﹤0.01% 3490
2025
Q3 		$7.63K Hold
923
– – ﹤0.01% 3510
2025
Q2 		$7.83K Hold
923
– – ﹤0.01% 3318
2025
Q1 		$7.16K Sell
923
-49
-5% -$396 ﹤0.01% 3251
2024
Q4 		$7.83K Sell
972
-348
-26% -$2.83K ﹤0.01% 3198
2024
Q3 		$10K Buy
1,320
+507
+62% +$3.55K ﹤0.01% 2946
2024
Q2 		$5.02K Sell
813
-1,460
-64% -$8.16K ﹤0.01% 3039
2024
Q1 		$12.5K Hold
2,273
– – ﹤0.01% 2722
2023
Q4 		$14.3K Sell
2,273
-4,877
-68% -$24.7K ﹤0.01% 2553
2023
Q3 		$34.7K Buy
7,150
+3,030
+74% +$15.4K ﹤0.01% 2072
2023
Q2 		$22.5K Sell
4,120
-400
-9% -$2.15K ﹤0.01% 2235
2023
Q1 		$26.4K Hold
4,520
– – ﹤0.01% 2132
2022
Q4 		$26.4K Sell
4,520
-1,114
-20% -$6.7K ﹤0.01% 2108
2022
Q3 		$32K Buy
5,634
+978
+21% +$7.01K ﹤0.01% 1998
2022
Q2 		$34K Sell
4,656
-759
-14% -$6.2K ﹤0.01% 1980
2022
Q1 		$49K Buy
5,415
+895
+20% +$9.32K ﹤0.01% 1924
2021
Q4 		$49K Buy
4,520
+348
+8% +$3.8K ﹤0.01% 1921
2021
Q3 		$47K Sell
4,172
-3,800
-48% -$44.9K ﹤0.01% 1928
2021
Q2 		$100K Sell
7,972
-6,851
-46% -$91.7K ﹤0.01% 2288
2021
Q1 		$196K Buy
14,823
+10,741
+263% +$137K ﹤0.01% 1316
2020
Q4 		$49K Buy
4,082
+1,357
+50% +$15.9K ﹤0.01% 1678
2020
Q3 		$30K Buy
2,725
+19
+0.7% +$210 ﹤0.01% 1723
2020
Q2 		$25K Buy
2,706
+181
+7% +$1.57K ﹤0.01% 1690
2020
Q1 		$20K Sell
2,525
-500
-17% -$4.09K ﹤0.01% 1609
2019
Q4 		$26K Buy
3,025
+500
+20% +$4.42K ﹤0.01% 1685
2019
Q3 		$20K Hold
2,525
– – ﹤0.01% 1720
2019
Q2 		$23K Buy
+2,525
New +$24.5K ﹤0.01% 1656
2018
Q4 		– Sell
-2,925
Closed -$26K – 1161
2018
Q3 		$26K Sell
2,925
-53
-2% -$435 ﹤0.01% 1442
2018
Q2 		$23K Buy
2,978
+2,893
+3,404% +$21.2K ﹤0.01% 1408
2018
Q1 		$0 Hold
85
– – ﹤0.01% 2245
2017
Q4 		$0 Hold
85
– – ﹤0.01% 1891
2017
Q3 		$0 Sell
85
-323
-79% -$2K ﹤0.01% 1696
2017
Q2 		$2K Buy
408
+118
+41% +$800 ﹤0.01% 1403
2017
Q1 		$1K Hold
290
– – ﹤0.01% 1398
2016
Q4 		$1K Buy
+290
New +$1.6K ﹤0.01% 805

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

Steward Partners Investment Advisory's ERIC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Ericsson (ERIC) stake by 75% in Q2 2026, buying an estimated $8.33K and bringing the position to 1,609 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

Steward Partners Investment Advisory first reported a position in ERIC in Q4 2016 and has held it in 37 quarters since. The position peaked at $196K in Q1 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Steward Partners Investment Advisory held 1,609 shares of Ericsson worth $17.9K as of Q2 2026.
  • Steward Partners Investment Advisory bought 691 Ericsson shares in Q2 2026, an estimated $8.33K.
  • Ericsson made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3457 holding.
  • Steward Partners Investment Advisory first reported a position in Ericsson in Q4 2016 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Ericsson position peaked at $196K in Q1 2021.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.