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

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

True Wealth Design's ERIC Position: Q2 2026 in Review

True Wealth Design held its Ericsson (ERIC) position steady in Q2 2026 at 1,037 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

True Wealth Design first reported a position in ERIC in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.7K in Q1 2026. 390 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

True Wealth Design held 1,037 shares of Ericsson worth $11.6K as of Q2 2026.
True Wealth Design left its Ericsson share count unchanged in Q2 2026.
Ericsson made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1014 holding.
True Wealth Design first reported a position in Ericsson in Q2 2024 and has held it in 9 quarters since.
True Wealth Design's Ericsson position peaked at $11.7K in Q1 2026.
390 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.