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Valley Wealth Managers’s Ericsson ERIC Stock Holding History

Valley Wealth Managers’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
2025
Q2 		– Sell
-699
Closed -$5.42K – 327
2025
Q1 		$5.42K Hold
699
– – ﹤0.01% 293
2024
Q4 		$5.63K Hold
699
– – ﹤0.01% 313
2024
Q3 		$5.3K Buy
+699
New +$4.89K ﹤0.01% 316

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Valley Wealth Managers's ERIC Position: Q2 2025 in Review

Valley Wealth Managers sold out of Ericsson (ERIC) in Q2 2025, closing a stake of 699 shares — an estimated $5.42K sold.

Valley Wealth Managers first reported a position in ERIC in Q3 2024 and held it in 3 quarters. The position peaked at $5.63K in Q4 2024. 355 funds tracked by Wall St. Rank hold ERIC as of Q2 2025.

  • Valley Wealth Managers reported no remaining Ericsson position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 699 Ericsson shares in Q2 2025, an estimated $5.42K.
  • Valley Wealth Managers first reported a position in Ericsson in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Ericsson position peaked at $5.63K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Ericsson as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.