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SHP Wealth Management’s Edison International EIX Stock Holding History

SHP 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
2026
Q1 		$27.3K Buy
373
+65
+21% +$4.38K ﹤0.01% 641
2025
Q4 		$18.5K Buy
+308
New +$17.7K ﹤0.01% 702

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's EIX Position: Q1 2026 in Review

SHP Wealth Management increased its Edison International (EIX) stake by 21% in Q1 2026, buying an estimated $4.38K and bringing the position to 373 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

SHP Wealth Management first reported a position in EIX in Q4 2025 and has held it in 2 quarters since. 1,057 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • SHP Wealth Management held 373 shares of Edison International worth $27.3K as of Q1 2026.
  • SHP Wealth Management bought 65 Edison International shares in Q1 2026, an estimated $4.38K.
  • Edison International made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #641 holding.
  • SHP Wealth Management first reported a position in Edison International in Q4 2025 and has held it in 2 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.