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Whipplewood Advisors’s Erie Indemnity ERIE Stock Holding History

Whipplewood Advisors’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$2.01K – 788
2026
Q1 		$2.01K Buy
+8
New +$2.15K ﹤0.01% 767
2025
Q3 		– Sell
-8
Closed -$2.77K – 584
2025
Q2 		$2.77K Buy
8
+4
+100% +$1.48K ﹤0.01% 814
2025
Q1 		$3.35K Sell
4
-4
-50% -$1.63K ﹤0.01% 778
2024
Q4 		$3.3K Buy
+8
New +$3.58K ﹤0.01% 781

Other funds holding ERIE

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whipplewood Advisors's ERIE Position: Q2 2026 in Review

Whipplewood Advisors sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 8 shares — an estimated $2.01K sold.

Whipplewood Advisors first reported a position in ERIE in Q4 2024 and held it in 4 quarters. The position peaked at $3.35K in Q1 2025. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Whipplewood Advisors reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 8 Erie Indemnity shares in Q2 2026, an estimated $2.01K.
  • Whipplewood Advisors first reported a position in Erie Indemnity in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Erie Indemnity position peaked at $3.35K in Q1 2025.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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