West Branch Capital’s Ericsson ERIC Stock Holding History

West Branch 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
2025 Q4	–	Sell	-100	Closed	-$858	–	431
2025 Q3	$858	Hold	100	–	–	﹤0.01%	385
2025 Q2	$858	Hold	100	–	–	﹤0.01%	403
2025 Q1	$776	Hold	100	–	–	﹤0.01%	424
2024 Q4	$806	Hold	100	–	–	﹤0.01%	406
2024 Q3	$758	Hold	100	–	–	﹤0.01%	398
2024 Q2	$617	Hold	100	–	–	﹤0.01%	404
2024 Q1	$551	Hold	100	–	–	﹤0.01%	398
2023 Q4	$630	Hold	100	–	–	﹤0.01%	417
2023 Q3	$486	Hold	100	–	–	﹤0.01%	413
2023 Q2	$545	Hold	100	–	–	﹤0.01%	414
2023 Q1	$585	Hold	100	–	–	﹤0.01%	419
2022 Q4	$584	Hold	100	–	–	﹤0.01%	415
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	419
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	401
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	399
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	428
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	405
2021 Q2	$1K	Buy	+100	New	+$1.34K	﹤0.01%	419

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Branch Capital's ERIC Position: Q4 2025 in Review

West Branch Capital sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 100 shares — an estimated $858 sold.

West Branch Capital first reported a position in ERIC in Q2 2021 and held it in 18 quarters. The position peaked at $1K in Q3 2022. 351 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

West Branch Capital reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 100 Ericsson shares in Q4 2025, an estimated $858.
West Branch Capital first reported a position in Ericsson in Q2 2021 and held it in 18 quarters.
West Branch Capital's Ericsson position peaked at $1K in Q3 2022.
351 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.