WC
ERIC icon

Waterloo Capital’s Ericsson ERIC Stock Holding History

Waterloo Capital’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 		– Sell
-16,309
Closed -$184K – 571
2026
Q1 		$184K Buy
+16,309
New +$177K 0.01% 474
2025
Q1 		– Sell
-16,797
Closed -$135K – 400
2024
Q4 		$135K Sell
16,797
-9,239
-35% -$75.1K 0.01% 356
2024
Q3 		$197K Buy
+26,036
New +$182K 0.02% 345

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

Waterloo Capital's ERIC Position: Q2 2026 in Review

Waterloo Capital sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 16,309 shares — an estimated $184K sold.

Waterloo Capital first reported a position in ERIC in Q3 2024 and held it in 3 quarters. The position peaked at $197K in Q3 2024. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Waterloo Capital reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 16,309 Ericsson shares in Q2 2026, an estimated $184K.
  • Waterloo Capital first reported a position in Ericsson in Q3 2024 and held it in 3 quarters.
  • Waterloo Capital's Ericsson position peaked at $197K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.