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Concord Wealth Partners’s Edison International EIX Stock Holding History

Concord Wealth Partners’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 		$10.2K Buy
+137
New +$9.77K ﹤0.01% 568
2026
Q1 		– Sell
-150
Closed -$9K – 356
2025
Q4 		$9K Hold
150
– – ﹤0.01% 554
2025
Q3 		$8.29K Hold
150
– – ﹤0.01% 560
2025
Q2 		$7.74K Buy
150
+16
+12% +$877 ﹤0.01% 574
2025
Q1 		$7.89K Sell
134
-139
-51% -$7.99K ﹤0.01% 531
2024
Q4 		$21.8K Sell
273
-104
-28% -$8.69K ﹤0.01% 444
2024
Q3 		$32.8K Buy
377
+277
+277% +$22.5K 0.01% 395
2024
Q2 		$7.18K Sell
100
-631
-86% -$45.7K ﹤0.01% 544
2024
Q1 		$51.7K Buy
731
+391
+115% +$26.7K 0.01% 346
2023
Q4 		$24.3K Sell
340
-661
-66% -$43.4K ﹤0.01% 454
2023
Q3 		$63.4K Sell
1,001
-25
-2% -$1.74K 0.01% 342
2023
Q2 		$71.3K Buy
1,026
+42
+4% +$2.96K 0.02% 313
2023
Q1 		$69.5K Sell
984
-112
-10% -$7.56K 0.02% 302
2022
Q4 		$69.7K Buy
+1,096
New +$67.3K 0.02% 308
2022
Q3 		– Sell
-1,086
Closed -$69K – 429
2022
Q2 		$69K Buy
1,086
+17
+2% +$1.15K 0.02% 317
2022
Q1 		$75K Sell
1,069
-5
-0.5% -$319 0.02% 351
2021
Q4 		$73K Buy
1,074
+126
+13% +$7.99K 0.02% 365
2021
Q3 		$53K Sell
948
-48
-5% -$2.75K 0.02% 209
2021
Q2 		$58K Buy
996
+729
+273% +$42.4K 0.02% 330
2021
Q1 		$16K Buy
267
+188
+238% +$11K 0.01% 508
2020
Q4 		$5K Buy
+79
New +$4.76K ﹤0.01% 414

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's EIX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Edison International (EIX) in Q2 2026: 137 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EIX as recently as Q4 2025.

Concord Wealth Partners first reported a position in EIX in Q4 2020 and has held it in 21 quarters since. The position peaked at $75K in Q1 2022. 1,071 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Concord Wealth Partners held 137 shares of Edison International worth $10.2K as of Q2 2026.
  • Edison International was a new Concord Wealth Partners position in Q2 2026.
  • Edison International made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #568 holding.
  • Concord Wealth Partners first reported a position in Edison International in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Edison International position peaked at $75K in Q1 2022.
  • 1,071 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.