Marshall & Sterling Wealth Advisors’s Edison International EIX Stock Holding History

Marshall & Sterling Wealth Advisors’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	-74	Closed	-$4.09K	–	429
2025 Q3	$4.09K	Hold	74	–	–	﹤0.01%	525
2025 Q2	$3.82K	Hold	74	–	–	﹤0.01%	507
2025 Q1	$4.36K	Buy	+74	New	+$4.25K	﹤0.01%	490

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EIX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Edison International (EIX) in Q4 2025, closing a stake of 74 shares — an estimated $4.09K sold.

Marshall & Sterling Wealth Advisors first reported a position in EIX in Q1 2025 and held it in 3 quarters. The position peaked at $4.36K in Q1 2025. 984 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Edison International position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 74 Edison International shares in Q4 2025, an estimated $4.09K.
Marshall & Sterling Wealth Advisors first reported a position in Edison International in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Edison International position peaked at $4.36K in Q1 2025.
984 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.