Wealth Enhancement Advisory Services
ERIC icon

Wealth Enhancement Advisory Services’s Ericsson ERIC Stock Holding History

Wealth Enhancement Advisory Services’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 		$300K Sell
50,589
-7,748
-13% -$93.4K ﹤0.01% 3201
2026
Q1 		$275K Buy
58,337
+38,902
+200% +$421K ﹤0.01% 2863
2025
Q4 		$182K Buy
19,435
+6,588
+51% +$62.4K ﹤0.01% 3301
2025
Q3 		$108K Sell
12,847
-5,080
-28% -$39.7K ﹤0.01% 3320
2025
Q2 		$153K Buy
17,927
+6,831
+62% +$56.1K ﹤0.01% 3062
2025
Q1 		$86.1K Sell
11,096
-1,918
-15% -$15.5K ﹤0.01% 2789
2024
Q4 		$105K Buy
+13,014
New +$106K ﹤0.01% 2802

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

Wealth Enhancement Advisory Services's ERIC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Ericsson (ERIC) stake by 13% in Q2 2026, selling an estimated $93.4K and leaving 50,589 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Wealth Enhancement Advisory Services first reported a position in ERIC in Q4 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 50,589 shares of Ericsson worth $300K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 7,748 Ericsson shares in Q2 2026, an estimated $93.4K.
  • Ericsson made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3201 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ericsson in Q4 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.