Falcon Wealth Planning’s Edison International EIX Stock Holding History

Falcon Wealth Planning’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	-3,240	Closed	-$237K	–	254
2026 Q1	$237K	Sell	3,240 -96	-3%	-$6.47K	0.02%	208
2025 Q4	$200K	Buy	+3,336	New	+$191K	0.02%	212
2024 Q4	–	Sell	-2,374	Closed	-$207K	–	163
2024 Q3	$207K	Buy	+2,374	New	+$193K	0.02%	148

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

Falcon Wealth Planning's EIX Position: Q2 2026 in Review

Falcon Wealth Planning sold out of Edison International (EIX) in Q2 2026, closing a stake of 3,240 shares — an estimated $237K sold.

Falcon Wealth Planning first reported a position in EIX in Q3 2024 and held it in 3 quarters. The position peaked at $237K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Falcon Wealth Planning reported no remaining Edison International position as of Q2 2026 after selling out during the quarter.
Falcon Wealth Planning sold 3,240 Edison International shares in Q2 2026, an estimated $237K.
Falcon Wealth Planning first reported a position in Edison International in Q3 2024 and held it in 3 quarters.
Falcon Wealth Planning's Edison International position peaked at $237K in Q1 2026.
1,076 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.