Strategic Global Advisors’s Ericsson ERIC Stock Holding History

Strategic Global Advisors’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	$192K	Sell	17,185 -49,050	-74%	-$591K	0.03%	126
2026 Q1	$746K	Buy	66,235 +13,374	+25%	+$145K	0.12%	123
2025 Q4	$510K	Buy	+52,861	New	+$501K	0.08%	123
2023 Q4	–	Sell	-18,431	Closed	-$89.6K	–	149
2023 Q3	$89.6K	Sell	18,431 -272	-1%	-$1.38K	0.01%	146
2023 Q2	$102K	Sell	18,703 -57	-0.3%	-$306	0.02%	143
2023 Q1	$110K	Buy	18,760 +748	+4%	+$4.27K	0.02%	140
2022 Q4	$105K	Sell	18,012 -123	-0.7%	-$739	0.02%	135
2022 Q3	$104K	Buy	18,135 +477	+3%	+$3.42K	0.02%	142
2022 Q2	$131K	Sell	17,658 -267	-1%	-$2.18K	0.02%	144
2022 Q1	$164K	Sell	17,925 -10,746	-37%	-$112K	0.02%	134
2021 Q4	$1.4M	Sell	28,671 -114,086	-80%	-$1.25M	0.18%	116
2021 Q3	$1.6M	Sell	142,757 -417	-0.3%	-$4.93K	0.23%	114
2021 Q2	$1.8M	Buy	+143,174	New	+$1.92M	0.33%	103
2021 Q1	–	Sell	-120,966	Closed	-$1.45M	–	173
2020 Q4	$1.45M	Buy	+120,966	New	+$1.42M	0.26%	112

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

Strategic Global Advisors's ERIC Position: Q2 2026 in Review

Strategic Global Advisors reduced its Ericsson (ERIC) stake by 74% in Q2 2026, selling an estimated $591K and leaving 17,185 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #126.

Strategic Global Advisors first reported a position in ERIC in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.8M in Q2 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Strategic Global Advisors held 17,185 shares of Ericsson worth $192K as of Q2 2026.
Strategic Global Advisors sold 49,050 Ericsson shares in Q2 2026, an estimated $591K.
Ericsson made up 0.03% of Strategic Global Advisors's portfolio in Q2 2026, its #126 holding.
Strategic Global Advisors first reported a position in Ericsson in Q4 2020 and has held it in 14 quarters since.
Strategic Global Advisors's Ericsson position peaked at $1.8M in Q2 2021.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.