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Sterling Group Wealth Management’s Edison International EIX Stock Holding History

Sterling Group 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 		$528K Buy
7,213
+190
+3% +$12.8K 0.25% 29
2025
Q4 		$422K Buy
7,023
+103
+1% +$5.91K 0.2% 34
2025
Q3 		$383K Buy
6,920
+109
+2% +$5.88K 0.19% 35
2025
Q2 		$351K Buy
6,811
+96
+1% +$5.26K 0.19% 37
2025
Q1 		$396K Buy
6,715
+643
+11% +$37K 0.21% 36
2024
Q4 		$485K Buy
+6,072
New +$508K 0.25% 29

Other funds holding EIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sterling Group Wealth Management's EIX Position: Q1 2026 in Review

Sterling Group Wealth Management increased its Edison International (EIX) stake by 2.7% in Q1 2026, buying an estimated $12.8K and bringing the position to 7,213 shares worth $528K. The position accounts for 0.25% of the portfolio, ranked #29.

Sterling Group Wealth Management first reported a position in EIX in Q4 2024 and has held it in 6 quarters since. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Sterling Group Wealth Management held 7,213 shares of Edison International worth $528K as of Q1 2026.
  • Sterling Group Wealth Management bought 190 Edison International shares in Q1 2026, an estimated $12.8K.
  • Edison International made up 0.25% of Sterling Group Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Sterling Group Wealth Management first reported a position in Edison International in Q4 2024 and has held it in 6 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.