Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Edison International EIX Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-9,282
Closed -$513K – 695
2025
Q3 		$513K Buy
9,282
+1,680
+22% +$90.6K ﹤0.01% 1028
2025
Q2 		$392K Buy
7,602
+1,202
+19% +$65.9K ﹤0.01% 1058
2025
Q1 		$377K Buy
6,400
+625
+11% +$35.9K ﹤0.01% 990
2024
Q4 		$461K Buy
+5,775
New +$483K ﹤0.01% 921

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners's EIX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Edison International (EIX) in Q4 2025, closing a stake of 9,282 shares — an estimated $513K sold.

Kovitz Investment Group Partners first reported a position in EIX in Q4 2024 and held it in 4 quarters. The position peaked at $513K in Q3 2025. 983 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Edison International position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,282 Edison International shares in Q4 2025, an estimated $513K.
  • Kovitz Investment Group Partners first reported a position in Edison International in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Edison International position peaked at $513K in Q3 2025.
  • 983 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.