TPWA
ERIC icon

Twin Peaks Wealth Advisors’s Ericsson ERIC Stock Holding History

Twin Peaks Wealth 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
Q1 		$37.7K Buy
+3,347
New +$36.2K 0.01% 505
2025
Q3 		– Sell
-1,361
Closed -$10.4K – 757
2025
Q2 		$10.4K Buy
+1,361
New +$11.2K ﹤0.01% 916

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's ERIC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ericsson (ERIC) in Q1 2026: 3,347 shares worth $37.7K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ERIC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ERIC in Q2 2025 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3,347 shares of Ericsson worth $37.7K as of Q1 2026.
  • Ericsson was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ericsson made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #505 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ericsson in Q2 2025 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.