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United Capital Financial Advisors’s Ericsson ERIC Stock Holding History

United Capital Financial 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 		$415K Buy
36,786
+2,854
+8% +$30.9K ﹤0.01% 1160
2025
Q4 		$327K Buy
33,932
+3,693
+12% +$35K ﹤0.01% 1128
2025
Q3 		$250K Sell
30,239
-897
-3% -$7.02K ﹤0.01% 1079
2025
Q2 		$264K Sell
31,136
-2,908
-9% -$23.9K ﹤0.01% 967
2025
Q1 		$264K Buy
34,044
+2,025
+6% +$16.4K ﹤0.01% 929
2024
Q4 		$258K Buy
32,019
+587
+2% +$4.77K ﹤0.01% 938
2024
Q3 		$238K Buy
31,432
+3,587
+13% +$25.1K ﹤0.01% 950
2024
Q2 		$172K Buy
27,845
+10,026
+56% +$56K ﹤0.01% 984
2024
Q1 		$98.2K Buy
17,819
+2,823
+19% +$15.9K ﹤0.01% 1049
2023
Q4 		$94.5K Buy
+14,996
New +$76K ﹤0.01% 1038
2021
Q1 		– Sell
-11,662
Closed -$139K – 1199
2020
Q4 		$139K Sell
11,662
-276,690
-96% -$3.24M ﹤0.01% 1149
2020
Q3 		$3.14M Sell
288,352
-125,480
-30% -$1.39M 0.02% 418
2020
Q2 		$3.85M Sell
413,832
-13,023
-3% -$113K 0.03% 404
2020
Q1 		$3.45M Sell
426,855
-26,855
-6% -$220K 0.03% 399
2019
Q4 		$3.98M Buy
453,710
+30,400
+7% +$269K 0.03% 467
2019
Q3 		$3.38M Sell
423,310
-383,817
-48% -$3.27M 0.02% 491
2019
Q2 		$7.67M Buy
807,127
+29,495
+4% +$286K 0.05% 338
2019
Q1 		$7.14M Buy
777,632
+34,853
+5% +$315K 0.05% 344
2018
Q4 		$6.59M Buy
742,779
+267,694
+56% +$2.33M 0.05% 322
2018
Q3 		$4.18M Buy
475,085
+445,560
+1,509% +$3.65M 0.03% 466
2018
Q2 		$226K Buy
29,525
+3,266
+12% +$23.9K ﹤0.01% 1188
2018
Q1 		$168K Sell
26,259
-3,738
-12% -$25.2K ﹤0.01% 1250
2017
Q4 		$200K Sell
29,997
-1,375
-4% -$8.57K ﹤0.01% 1242
2017
Q3 		$180K Sell
31,372
-10,338
-25% -$63.9K ﹤0.01% 1245
2017
Q2 		$299K Buy
41,710
+4,097
+11% +$27.8K ﹤0.01% 1075
2017
Q1 		$250K Buy
37,613
+5,120
+16% +$31.6K ﹤0.01% 1113
2016
Q4 		$189K Buy
32,493
+17,410
+115% +$96.1K ﹤0.01% 1193
2016
Q3 		$109K Sell
15,083
-9,999
-40% -$72.5K ﹤0.01% 1231
2016
Q2 		$201K Buy
25,082
+5,943
+31% +$48.7K ﹤0.01% 1173
2016
Q1 		$192K Buy
19,139
+1,316
+7% +$12.1K ﹤0.01% 1132
2015
Q4 		$171K Buy
17,823
+343
+2% +$3.34K ﹤0.01% 1144
2015
Q3 		$171K Buy
17,480
+506
+3% +$5.12K ﹤0.01% 1174
2015
Q2 		$177K Buy
16,974
+487
+3% +$5.64K ﹤0.01% 1196
2015
Q1 		$180K Buy
16,487
+828
+5% +$10.4K ﹤0.01% 1191
2014
Q4 		$189K Sell
15,659
-837
-5% -$10.1K ﹤0.01% 1105
2014
Q3 		$208K Buy
+16,496
New +$205K ﹤0.01% 1041
2013
Q4 		– Sell
-45,584
Closed -$609K – 680
2013
Q3 		$609K Buy
45,584
+14,161
+45% +$176K 0.02% 410
2013
Q2 		$354K Buy
+31,423
New +$376K 0.01% 568

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

United Capital Financial Advisors's ERIC Position: Q1 2026 in Review

United Capital Financial Advisors increased its Ericsson (ERIC) stake by 8.4% in Q1 2026, buying an estimated $30.9K and bringing the position to 36,786 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

United Capital Financial Advisors first reported a position in ERIC in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.67M in Q2 2019. 373 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • United Capital Financial Advisors held 36,786 shares of Ericsson worth $415K as of Q1 2026.
  • United Capital Financial Advisors bought 2,854 Ericsson shares in Q1 2026, an estimated $30.9K.
  • Ericsson made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1160 holding.
  • United Capital Financial Advisors first reported a position in Ericsson in Q2 2013 and has held it in 38 quarters since.
  • United Capital Financial Advisors's Ericsson position peaked at $7.67M in Q2 2019.
  • 373 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.