Kaufman Rossin Wealth’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$488K Sell
6,539
-1,696
-21% -$121K 0.23% 48
2026
Q1
$603K Sell
8,235
-1,790
-18% -$121K 0.35% 36
2025
Q4
$602K Buy
10,025
+3,388
+51% +$194K 0.31% 47
2025
Q3
$367K Sell
6,637
-3,591
-35% -$194K 0.2% 75
2025
Q2
$528K Buy
10,228
+3,875
+61% +$212K 0.33% 43
2025
Q1
$374K Buy
+6,353
New +$365K 0.27% 64

Other funds holding EIX

Kaufman Rossin Wealth's EIX Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Edison International (EIX) stake by 21% in Q2 2026, selling an estimated $121K and leaving 6,539 shares worth $488K. The position accounts for 0.23% of the portfolio, ranked #48.

Kaufman Rossin Wealth first reported a position in EIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $603K in Q1 2026. 277 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Kaufman Rossin Wealth held 6,539 shares of Edison International worth $488K as of Q2 2026.
  • Kaufman Rossin Wealth sold 1,696 Edison International shares in Q2 2026, an estimated $121K.
  • Edison International made up 0.23% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #48 holding.
  • Kaufman Rossin Wealth first reported a position in Edison International in Q1 2025 and has held it in 6 quarters since.
  • Kaufman Rossin Wealth's Edison International position peaked at $603K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.