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Equitable Trust’s Edison International EIX Stock Holding History

Equitable 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
2026
Q3 		$1.04M Buy
19,318
+259
+1% +$17.5K 0.04% 228
2026
Q2 		$1.42M Sell
19,059
-557
-3% -$39.7K 0.06% 202
2026
Q1 		$1.44M Buy
19,616
+148
+0.8% +$10K 0.07% 186
2025
Q4 		$1.17M Sell
19,468
-865
-4% -$49.6K 0.05% 214
2025
Q3 		$1.12M Sell
20,333
-7,894
-28% -$426K 0.05% 214
2025
Q2 		$1.46M Sell
28,227
-14,900
-35% -$817K 0.07% 181
2025
Q1 		$2.54M Buy
43,127
+27,703
+180% +$1.59M 0.14% 135
2024
Q4 		$1.23M Hold
15,424
– – 0.07% 194
2024
Q3 		$1.34M Hold
15,424
– – 0.09% 168
2024
Q2 		$1.11M Buy
15,424
+132
+0.9% +$9.6K 0.08% 184
2024
Q1 		$1.08M Buy
15,292
+447
+3% +$30.6K 0.08% 187
2023
Q4 		$1.06M Hold
14,845
– – 0.08% 170
2023
Q3 		$940K Buy
14,845
+1,518
+11% +$106K 0.08% 176
2023
Q2 		$926K Sell
13,327
-50
-0.4% -$3.52K 0.07% 175
2023
Q1 		$944K Sell
13,377
-135
-1% -$9.12K 0.07% 173
2022
Q4 		$860K Buy
13,512
+8,768
+185% +$538K 0.07% 189
2022
Q3 		$268K Buy
4,744
+1,169
+33% +$77.4K 0.02% 328
2022
Q2 		$226K Buy
+3,575
New +$242K 0.02% 358

Other funds holding EIX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Equitable Trust's EIX Position: Q3 2026 in Review

Equitable Trust increased its Edison International (EIX) stake by 1.4% in Q3 2026, buying an estimated $17.5K and bringing the position to 19,318 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #228.

Equitable Trust first reported a position in EIX in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.54M in Q1 2025. 135 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Equitable Trust held 19,318 shares of Edison International worth $1.04M as of Q3 2026.
  • Equitable Trust bought 259 Edison International shares in Q3 2026, an estimated $17.5K.
  • Edison International made up 0.04% of Equitable Trust's portfolio in Q3 2026, its #228 holding.
  • Equitable Trust first reported a position in Edison International in Q2 2022 and has held it in 18 quarters since.
  • Equitable Trust's Edison International position peaked at $2.54M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.