RSWM
EIX icon

Robertson Stephens Wealth Management’s Edison International EIX Stock Holding History

Robertson Stephens Wealth Management’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
Q3 		– Sell
-4,876
Closed -$252K – 543
2025
Q2 		$252K Sell
4,876
-668
-12% -$36.6K 0.01% 487
2025
Q1 		$327K Buy
5,544
+2,498
+82% +$144K 0.01% 442
2024
Q4 		$243K Buy
+3,046
New +$255K 0.01% 514

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robertson Stephens Wealth Management's EIX Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Edison International (EIX) in Q3 2025, closing a stake of 4,876 shares — an estimated $252K sold.

Robertson Stephens Wealth Management first reported a position in EIX in Q4 2024 and held it in 3 quarters. The position peaked at $327K in Q1 2025. 921 funds tracked by Wall St. Rank hold EIX as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Edison International position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 4,876 Edison International shares in Q3 2025, an estimated $252K.
  • Robertson Stephens Wealth Management first reported a position in Edison International in Q4 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Edison International position peaked at $327K in Q1 2025.
  • 921 funds tracked by Wall St. Rank held Edison International as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.