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Whipplewood Advisors’s Ericsson ERIC Stock Holding History

Whipplewood 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 		– Sell
-68
Closed -$766 – 787
2026
Q1 		$766 Buy
+68
New +$736 ﹤0.01% 935
2025
Q3 		– Sell
-175
Closed -$1.48K – 583
2025
Q2 		$1.48K Buy
175
+99
+130% +$814 ﹤0.01% 940
2025
Q1 		$1.36K Sell
76
-586
-89% -$4.73K ﹤0.01% 962
2024
Q4 		$5.34K Buy
+662
New +$5.38K ﹤0.01% 686

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

Whipplewood Advisors's ERIC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 68 shares — an estimated $766 sold.

Whipplewood Advisors first reported a position in ERIC in Q4 2024 and held it in 4 quarters. The position peaked at $5.34K in Q4 2024. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Whipplewood Advisors reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 68 Ericsson shares in Q2 2026, an estimated $766.
  • Whipplewood Advisors first reported a position in Ericsson in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Ericsson position peaked at $5.34K in Q4 2024.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.