True Wealth Design’s Ericsson ERIC Stock Holding History

True Wealth Design’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	$11.6K	Hold	1,037	–	–	﹤0.01%	1014
2026 Q1	$11.7K	Buy	1,037 +485	+88%	+$5.25K	﹤0.01%	929
2025 Q4	$5.33K	Buy	552 +24	+5%	+$227	﹤0.01%	1064
2025 Q3	$4.37K	Buy	528 +466	+752%	+$3.65K	﹤0.01%	1133
2025 Q2	$526	Sell	62 -2	-3%	-$16	﹤0.01%	1721
2025 Q1	$497	Sell	64 -21	-25%	-$170	﹤0.01%	1540
2024 Q4	$686	Buy	85 +21	+33%	+$171	﹤0.01%	1032
2024 Q3	$486	Buy	64 +24	+60%	+$168	﹤0.01%	1102
2024 Q2	$247	Buy	+40	New	+$223	﹤0.01%	732

Other funds holding ERIC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return