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Summit Trail Advisors’s Ericsson ERIC Stock Holding History

Summit Trail 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 		$290K Sell
26,019
-529
-2% -$6.38K ﹤0.01% 1345
2026
Q1 		$299K Buy
+26,548
New +$287K ﹤0.01% 1303
2018
Q1 		– Sell
-6,224
Closed -$44K – 806
2017
Q4 		$44K Buy
+6,224
New +$38.8K 0.01% 846

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

Summit Trail Advisors's ERIC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Ericsson (ERIC) stake by 2% in Q2 2026, selling an estimated $6.38K and leaving 26,019 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Summit Trail Advisors first reported a position in ERIC in Q4 2017 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Summit Trail Advisors held 26,019 shares of Ericsson worth $290K as of Q2 2026.
  • Summit Trail Advisors sold 529 Ericsson shares in Q2 2026, an estimated $6.38K.
  • Ericsson made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1345 holding.
  • Summit Trail Advisors first reported a position in Ericsson in Q4 2017 and has held it in 3 quarters since.
  • Summit Trail Advisors's Ericsson position peaked at $299K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.