WN
ERIC icon

Williams & Novak’s Ericsson ERIC Stock Holding History

Williams & Novak’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 		$137K Sell
12,274
-9
-0.1% -$109 0.09% 118
2026
Q1 		$141K Buy
12,283
+1,183
+11% +$12.8K 0.11% 111
2025
Q4 		$107K Buy
11,100
+700
+7% +$6.63K 0.08% 118
2025
Q3 		$86K Buy
+10,400
New +$81.4K 0.07% 131
2024
Q3 		– Sell
-12,300
Closed -$75.9K – 131
2024
Q2 		$75.9K Buy
+12,300
New +$68.7K 0.07% 119

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

Williams & Novak's ERIC Position: Q2 2026 in Review

Williams & Novak reduced its Ericsson (ERIC) stake by 0.07% in Q2 2026, selling an estimated $109 and leaving 12,274 shares worth $137K. The position accounts for 0.09% of the portfolio, ranked #118.

Williams & Novak first reported a position in ERIC in Q2 2024 and has held it in 5 quarters since. The position peaked at $141K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Williams & Novak held 12,274 shares of Ericsson worth $137K as of Q2 2026.
  • Williams & Novak sold 9 Ericsson shares in Q2 2026, an estimated $109.
  • Ericsson made up 0.09% of Williams & Novak's portfolio in Q2 2026, its #118 holding.
  • Williams & Novak first reported a position in Ericsson in Q2 2024 and has held it in 5 quarters since.
  • Williams & Novak's Ericsson position peaked at $141K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.