QTR Family Wealth’s Edison International EIX Stock Holding History

QTR Family Wealth’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 Q2	$826K	Sell	11,095 -212	-2%	-$15.1K	0.29%	75
2026 Q1	$818K	Buy	11,307 +500	+5%	+$33.7K	0.34%	66
2025 Q4	$707K	Buy	10,807 +5,630	+109%	+$323K	0.31%	76
2025 Q3	$286K	Buy	+5,177	New	+$279K	0.14%	171

Other funds holding EIX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

QTR Family Wealth's EIX Position: Q2 2026 in Review

QTR Family Wealth reduced its Edison International (EIX) stake by 1.9% in Q2 2026, selling an estimated $15.1K and leaving 11,095 shares worth $826K. The position accounts for 0.29% of the portfolio, ranked #75.

QTR Family Wealth first reported a position in EIX in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

QTR Family Wealth held 11,095 shares of Edison International worth $826K as of Q2 2026.
QTR Family Wealth sold 212 Edison International shares in Q2 2026, an estimated $15.1K.
Edison International made up 0.29% of QTR Family Wealth's portfolio in Q2 2026, its #75 holding.
QTR Family Wealth first reported a position in Edison International in Q3 2025 and has held it in 4 quarters since.
1,080 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.