Williams & Novak
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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
Q3 		$114K Buy
12,440
+166
+1% +$1.68K 0.07% 127
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Williams & Novak's ERIC Position: Q3 2026 in Review

Williams & Novak increased its Ericsson (ERIC) stake by 1.4% in Q3 2026, buying an estimated $1.68K and bringing the position to 12,440 shares worth $114K. The position accounts for 0.07% of the portfolio, ranked #127.

Williams & Novak first reported a position in ERIC in Q2 2024 and has held it in 6 quarters since. The position peaked at $141K in Q1 2026. 223 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • Williams & Novak held 12,440 shares of Ericsson worth $114K as of Q3 2026.
  • Williams & Novak bought 166 Ericsson shares in Q3 2026, an estimated $1.68K.
  • Ericsson made up 0.07% of Williams & Novak's portfolio in Q3 2026, its #127 holding.
  • Williams & Novak first reported a position in Ericsson in Q2 2024 and has held it in 6 quarters since.
  • Williams & Novak's Ericsson position peaked at $141K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.