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 Q3	$5.45K	Sell	595 -442	-43%	-$4.46K	﹤0.01%	1310
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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's ERIC Position: Q3 2026 in Review

True Wealth Design reduced its Ericsson (ERIC) stake by 43% in Q3 2026, selling an estimated $4.46K and leaving 595 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

True Wealth Design first reported a position in ERIC in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.7K in Q1 2026. 33 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

True Wealth Design held 595 shares of Ericsson worth $5.45K as of Q3 2026.
True Wealth Design sold 442 Ericsson shares in Q3 2026, an estimated $4.46K.
Ericsson made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1310 holding.
True Wealth Design first reported a position in Ericsson in Q2 2024 and has held it in 10 quarters since.
True Wealth Design's Ericsson position peaked at $11.7K in Q1 2026.
33 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.