Sageworth Trust’s Consolidated Edison ED Stock Holding History

Sageworth Trust’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,151	Closed	-$216K	–	179
2025 Q3	$216K	Buy	+2,151	New	+$216K	0.01%	254
2020 Q3	–	Sell	-2	Closed	–	–	233
2020 Q2	$0	Buy	+2	New	+$154	﹤0.01%	251

Other funds holding ED

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sageworth Trust's ED Position: Q4 2025 in Review

Sageworth Trust sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 2,151 shares — an estimated $216K sold.

Sageworth Trust first reported a position in ED in Q2 2020 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold ED as of Q4 2025.

Sageworth Trust reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 2,151 Consolidated Edison shares in Q4 2025, an estimated $216K.
Sageworth Trust first reported a position in Consolidated Edison in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Consolidated Edison position peaked at $216K in Q3 2025.
1,356 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.