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GoalVest Advisory’s Edison International EIX Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-101
Closed -$6.06K – 479
2025
Q4 		$6.06K Buy
+101
New +$5.8K ﹤0.01% 459
2025
Q2 		– Sell
-2
Closed -$118 – 415
2025
Q1 		$118 Buy
+2
New +$115 ﹤0.01% 491
2022
Q2 		– Sell
-13
Closed -$1K – 374
2022
Q1 		$1K Buy
+13
New +$830 ﹤0.01% 327

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GoalVest Advisory's EIX Position: Q1 2026 in Review

GoalVest Advisory sold out of Edison International (EIX) in Q1 2026, closing a stake of 101 shares — an estimated $6.06K sold.

GoalVest Advisory first reported a position in EIX in Q1 2022 and held it in 3 quarters. The position peaked at $6.06K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • GoalVest Advisory reported no remaining Edison International position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 101 Edison International shares in Q1 2026, an estimated $6.06K.
  • GoalVest Advisory first reported a position in Edison International in Q1 2022 and held it in 3 quarters.
  • GoalVest Advisory's Edison International position peaked at $6.06K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.