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Toth Financial Advisory’s Ericsson ERIC Stock Holding History

Toth Financial 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 		– Sell
-7
Closed -$79 – 911
2026
Q1 		$79 Hold
7
– – ﹤0.01% 909
2025
Q4 		$68 Buy
+7
New +$66 ﹤0.01% 909
2022
Q1 		– Sell
-1,100
Closed -$12K – 737
2021
Q4 		$12K Buy
+1,100
New +$12K ﹤0.01% 473
2020
Q1 		– Sell
-1,000
Closed -$9K – 471
2019
Q4 		$9K Buy
+1,000
New +$8.85K ﹤0.01% 312

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

Toth Financial Advisory's ERIC Position: Q2 2026 in Review

Toth Financial Advisory sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 7 shares — an estimated $79 sold.

Toth Financial Advisory first reported a position in ERIC in Q4 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Toth Financial Advisory reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 7 Ericsson shares in Q2 2026, an estimated $79.
  • Toth Financial Advisory first reported a position in Ericsson in Q4 2019 and held it in 4 quarters.
  • Toth Financial Advisory's Ericsson position peaked at $12K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.