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Vest Financial’s Ericsson ERIC Stock Holding History

Vest Financial’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 		$1.18M Buy
106,114
+37,364
+54% +$450K 0.01% 370
2026
Q1 		$775K Sell
68,750
-26,967
-28% -$292K 0.01% 368
2025
Q4 		$924K Buy
95,717
+46,335
+94% +$439K 0.01% 369
2025
Q3 		$408K Buy
49,382
+26,300
+114% +$206K 0.01% 381
2025
Q2 		$196K Buy
23,082
+4,061
+21% +$33.4K ﹤0.01% 397
2025
Q1 		$148K Buy
19,021
+5,557
+41% +$44.9K ﹤0.01% 396
2024
Q4 		$109K Buy
13,464
+3,248
+32% +$26.4K ﹤0.01% 276
2024
Q3 		$77.4K Buy
+10,216
New +$71.5K ﹤0.01% 274

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Vest Financial's ERIC Position: Q2 2026 in Review

Vest Financial increased its Ericsson (ERIC) stake by 54% in Q2 2026, buying an estimated $450K and bringing the position to 106,114 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #370.

Vest Financial first reported a position in ERIC in Q3 2024 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Vest Financial held 106,114 shares of Ericsson worth $1.18M as of Q2 2026.
  • Vest Financial bought 37,364 Ericsson shares in Q2 2026, an estimated $450K.
  • Ericsson made up 0.01% of Vest Financial's portfolio in Q2 2026, its #370 holding.
  • Vest Financial first reported a position in Ericsson in Q3 2024 and has held it in 8 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.