Versant Capital Management’s Ericsson ERIC Stock Holding History

Versant Capital Management’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	$383K	Sell	34,342 -4,207	-11%	-$50.7K	0.03%	383
2026 Q1	$434K	Buy	38,549 +5,939	+18%	+$64.3K	0.04%	300
2025 Q4	$315K	Sell	32,610 -176	-0.5%	-$1.67K	0.04%	349
2025 Q3	$271K	Sell	32,786 -5,810	-15%	-$45.5K	0.04%	381
2025 Q2	$327K	Buy	38,596 +2,990	+8%	+$24.6K	0.05%	296
2025 Q1	$276K	Buy	35,606 +34,050	+2,188%	+$275K	0.05%	312
2024 Q4	$12.5K	Buy	+1,556	New	+$12.6K	﹤0.01%	1287

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Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return