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Integrated Wealth Concepts’s Edison International EIX Stock Holding History

Integrated Wealth Concepts’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 		$5.24M Buy
71,578
+33,454
+88% +$2.26M 0.04% 409
2025
Q4 		$2.29M Buy
38,124
+9,497
+33% +$545K 0.03% 503
2025
Q3 		$1.58M Buy
28,627
+1,354
+5% +$73K 0.01% 776
2025
Q2 		$1.41M Buy
27,273
+14,415
+112% +$790K 0.01% 759
2025
Q1 		$758K Sell
12,858
-7,094
-36% -$408K 0.01% 952
2024
Q4 		$1.59M Buy
19,952
+1,753
+10% +$147K 0.02% 640
2024
Q3 		$1.58M Sell
18,199
-622
-3% -$50.5K 0.02% 613
2024
Q2 		$1.35M Sell
18,821
-887
-5% -$64.3K 0.02% 631
2024
Q1 		$1.39M Sell
19,708
-10
-0.1% -$684 0.02% 629
2023
Q4 		$1.41M Sell
19,718
-4,857
-20% -$319K 0.02% 600
2023
Q3 		$1.56M Sell
24,575
-596
-2% -$41.5K 0.03% 533
2023
Q2 		$1.75M Buy
25,171
+5,358
+27% +$377K 0.03% 513
2023
Q1 		$1.4M Buy
19,813
+11,349
+134% +$767K 0.03% 506
2022
Q4 		$538K Sell
8,464
-542
-6% -$33.3K 0.01% 643
2022
Q3 		$510K Sell
9,006
-1,078
-11% -$71.3K 0.02% 585
2022
Q2 		$638K Buy
10,084
+131
+1% +$8.88K 0.02% 536
2022
Q1 		$698K Sell
9,953
-299
-3% -$19.1K 0.02% 486
2021
Q4 		$700K Sell
10,252
-189
-2% -$12K 0.02% 525
2021
Q3 		$579K Sell
10,441
-60
-0.6% -$3.44K 0.02% 545
2021
Q2 		$607K Sell
10,501
-1,184
-10% -$68.9K 0.02% 486
2021
Q1 		$685K Sell
11,685
-255
-2% -$15K 0.03% 392
2020
Q4 		$750K Buy
11,940
+427
+4% +$25.7K 0.04% 306
2020
Q3 		$585K Buy
11,513
+6,631
+136% +$353K 0.04% 309
2020
Q2 		$265K Buy
4,882
+258
+6% +$14.8K 0.02% 432
2020
Q1 		$253K Buy
+4,624
New +$320K 0.02% 344

Other funds holding EIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's EIX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Edison International (EIX) stake by 88% in Q1 2026, buying an estimated $2.26M and bringing the position to 71,578 shares worth $5.24M. The position accounts for 0.04% of the portfolio, ranked #409.

Integrated Wealth Concepts first reported a position in EIX in Q1 2020 and has held it in 25 quarters since. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Integrated Wealth Concepts held 71,578 shares of Edison International worth $5.24M as of Q1 2026.
  • Integrated Wealth Concepts bought 33,454 Edison International shares in Q1 2026, an estimated $2.26M.
  • Edison International made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #409 holding.
  • Integrated Wealth Concepts first reported a position in Edison International in Q1 2020 and has held it in 25 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.