Avantra Family Wealth’s Edison International EIX Stock Holding History

Avantra Family Wealth’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,447	Closed	-$252K	–	176
2026 Q1	$252K	Sell	3,447 -732	-18%	-$49.4K	0.19%	145
2025 Q4	$251K	Buy	4,179 +76	+2%	+$4.36K	0.18%	139
2025 Q3	$227K	Buy	+4,103	New	+$221K	0.17%	151

Other funds holding EIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantra Family Wealth's EIX Position: Q2 2026 in Review

Avantra Family Wealth sold out of Edison International (EIX) in Q2 2026, closing a stake of 3,447 shares — an estimated $252K sold.

Avantra Family Wealth first reported a position in EIX in Q3 2025 and held it in 3 quarters. The position peaked at $252K in Q1 2026. 1,079 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Avantra Family Wealth reported no remaining Edison International position as of Q2 2026 after selling out during the quarter.
Avantra Family Wealth sold 3,447 Edison International shares in Q2 2026, an estimated $252K.
Avantra Family Wealth first reported a position in Edison International in Q3 2025 and held it in 3 quarters.
Avantra Family Wealth's Edison International position peaked at $252K in Q1 2026.
1,079 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.