Wolff Wiese Magana’s Ericsson ERIC Stock Holding History

Wolff Wiese Magana’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	$29K	Hold	2,603	–	–	0.01%	310
2026 Q1	$29.3K	Hold	2,603	–	–	0.02%	281
2025 Q4	$25.1K	Hold	2,603	–	–	0.01%	289
2025 Q3	$21.5K	Hold	2,603	–	–	0.01%	313
2025 Q2	$22.1K	Hold	2,603	–	–	0.01%	282
2025 Q1	$20.2K	Hold	2,603	–	–	0.01%	288
2024 Q4	$21K	Hold	2,603	–	–	0.01%	292
2024 Q3	$19.7K	Hold	2,603	–	–	0.01%	311
2024 Q2	$16.1K	Hold	2,603	–	–	0.01%	261
2024 Q1	$14.3K	Hold	2,603	–	–	0.01%	255
2023 Q4	$16.4K	Hold	2,603	–	–	0.02%	227
2023 Q3	$12.7K	Hold	2,603	–	–	0.01%	324
2023 Q2	$14.2K	Hold	2,603	–	–	0.01%	310
2023 Q1	$15.2K	Hold	2,603	–	–	0.01%	305
2022 Q4	$15.2K	Hold	2,603	–	–	0.01%	295
2022 Q3	$15K	Hold	2,603	–	–	0.01%	431
2022 Q2	$19K	Buy	+2,603	New	+$21.3K	0.01%	408
2021 Q3	–	Sell	-16	Closed	–	–	830
2021 Q2	$0	Buy	+16	New	+$214	﹤0.01%	847

Other funds holding ERIC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return