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Root Financial Partners’s Edison International EIX Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-2,312
Closed -$169K – 1221
2026
Q1 		$169K Buy
2,312
+2,044
+763% +$138K 0.01% 372
2025
Q4 		$16.1K Buy
268
+98
+58% +$5.62K ﹤0.01% 1283
2025
Q3 		$9.4K Buy
+170
New +$9.17K ﹤0.01% 1475

Other funds holding EIX

BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's EIX Position: Q2 2026 in Review

Root Financial Partners sold out of Edison International (EIX) in Q2 2026, closing a stake of 2,312 shares — an estimated $169K sold.

Root Financial Partners first reported a position in EIX in Q3 2025 and held it in 3 quarters. The position peaked at $169K in Q1 2026. 1,079 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Root Financial Partners reported no remaining Edison International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,312 Edison International shares in Q2 2026, an estimated $169K.
  • Root Financial Partners first reported a position in Edison International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Edison International position peaked at $169K in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.