Westover Capital Advisors’s Ericsson ERIC Stock Holding History

Westover Capital Advisors’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	$209K	Hold	18,700	–	–	0.03%	235
2026 Q1	$211K	Buy	+18,700	New	+$202K	0.04%	230
2021 Q4	–	Sell	-21,050	Closed	-$236K	–	180
2021 Q3	$236K	Sell	21,050 -70,482	-77%	-$833K	0.07%	160
2021 Q2	$1.15M	Buy	91,532 +40,882	+81%	+$547K	0.37%	66
2021 Q1	$668K	Buy	50,650 +4,780	+10%	+$60.9K	0.23%	84
2020 Q4	$548K	Buy	+45,870	New	+$537K	0.2%	91
2020 Q2	–	Sell	-16,930	Closed	-$137K	–	117
2020 Q1	$137K	Sell	16,930 -36,812	-68%	-$301K	0.07%	112
2019 Q4	$472K	Buy	+53,742	New	+$476K	0.21%	90

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Westover Capital Advisors's ERIC Position: Q2 2026 in Review

Westover Capital Advisors held its Ericsson (ERIC) position steady in Q2 2026 at 18,700 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #235.

Westover Capital Advisors first reported a position in ERIC in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Westover Capital Advisors held 18,700 shares of Ericsson worth $209K as of Q2 2026.
Westover Capital Advisors left its Ericsson share count unchanged in Q2 2026.
Ericsson made up 0.03% of Westover Capital Advisors's portfolio in Q2 2026, its #235 holding.
Westover Capital Advisors first reported a position in Ericsson in Q4 2019 and has held it in 8 quarters since.
Westover Capital Advisors's Ericsson position peaked at $1.15M in Q2 2021.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.