Clearstead Trust’s Edison International EIX Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-27	Closed	-$1.49K	–	1164
2025 Q3	$1.49K	Hold	27	–	–	﹤0.01%	1089
2025 Q2	$1.39K	Buy	+27	New	+$1.48K	﹤0.01%	1053

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Clearstead Trust's EIX Position: Q4 2025 in Review

Clearstead Trust sold out of Edison International (EIX) in Q4 2025, closing a stake of 27 shares — an estimated $1.49K sold.

Clearstead Trust first reported a position in EIX in Q2 2025 and held it in 2 quarters. The position peaked at $1.49K in Q3 2025. 984 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

Clearstead Trust reported no remaining Edison International position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 27 Edison International shares in Q4 2025, an estimated $1.49K.
Clearstead Trust first reported a position in Edison International in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Edison International position peaked at $1.49K in Q3 2025.
984 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.