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RAFFA WEALTH MANAGEMENT, LLC’s Ericsson ERIC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$2.61K Hold
234
– – ﹤0.01% 758
2026
Q1 		$2.64K Hold
234
– – ﹤0.01% 679
2025
Q4 		$2.26K Buy
234
+179
+325% +$1.7K ﹤0.01% 712
2025
Q3 		$455 Hold
55
– – ﹤0.01% 1086
2025
Q2 		$466 Hold
55
– – ﹤0.01% 1011
2025
Q1 		$427 Hold
55
– – ﹤0.01% 987
2024
Q4 		$443 Hold
55
– – ﹤0.01% 1017
2024
Q3 		$417 Hold
55
– – ﹤0.01% 1008
2024
Q2 		$339 Hold
55
– – ﹤0.01% 1092
2024
Q1 		$303 Hold
55
– – ﹤0.01% 1080
2023
Q4 		$347 Hold
55
– – ﹤0.01% 1005
2023
Q3 		$267 Hold
55
– – ﹤0.01% 1010
2023
Q2 		$300 Hold
55
– – ﹤0.01% 1010
2023
Q1 		$322 Hold
55
– – ﹤0.01% 1008
2022
Q4 		$321 Hold
55
– – ﹤0.01% 996
2022
Q3 		$316 Hold
55
– – ﹤0.01% 1100
2022
Q2 		$407 Sell
55
-333
-86% -$2.72K ﹤0.01% 1059
2022
Q1 		$3.55K Hold
388
– – ﹤0.01% 486
2021
Q4 		$4.22K Buy
388
+100
+35% +$1.09K ﹤0.01% 463
2021
Q3 		$3.23K Hold
288
– – ﹤0.01% 483
2021
Q2 		$3.62K Hold
288
– – ﹤0.01% 456
2021
Q1 		$3.8K Buy
288
+66
+30% +$840 ﹤0.01% 464
2020
Q4 		$2.65K Hold
222
– – ﹤0.01% 489
2020
Q3 		$2.42K Buy
222
+105
+90% +$1.16K ﹤0.01% 454
2020
Q2 		$1.09K Buy
117
+19
+19% +$165 ﹤0.01% 640
2020
Q1 		$793 Buy
+98
New +$802 ﹤0.01% 648
2017
Q1 		– Sell
-142
Closed -$828 – 525
2016
Q4 		$828 Buy
142
+12
+9% +$66 ﹤0.01% 503
2016
Q3 		$937 Hold
130
– – ﹤0.01% 436
2016
Q2 		$998 Hold
130
– – ﹤0.01% 397
2016
Q1 		$1.3K Hold
130
– – ﹤0.01% 336
2015
Q4 		$1.25K Buy
130
+77
+145% +$750 ﹤0.01% 344
2015
Q3 		$518 Hold
53
– – ﹤0.01% 657
2015
Q2 		$553 Hold
53
– – ﹤0.01% 660
2015
Q1 		$665 Hold
53
– – ﹤0.01% 557
2014
Q4 		$641 Hold
53
– – ﹤0.01% 545
2014
Q3 		$667 Buy
+53
New +$658 ﹤0.01% 472
2014
Q1 		– Sell
-53
Closed -$641 – 423
2013
Q4 		$641 Buy
+53
New +$659 ﹤0.01% 545

Other funds holding ERIC

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ERIC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Ericsson (ERIC) position steady in Q2 2026 at 234 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ERIC in Q4 2013 and has held it in 37 quarters since. The position peaked at $4.22K in Q4 2021. 98 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 234 shares of Ericsson worth $2.61K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #758 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Ericsson in Q4 2013 and has held it in 37 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Ericsson position peaked at $4.22K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.