Waypoint Wealth Counsel’s Edison International EIX Stock Holding History

Waypoint Wealth Counsel’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 Q3	$366K	Sell	6,804 -2,689	-28%	-$182K	0.21%	86
2026 Q2	$707K	Sell	9,493 -6,033	-39%	-$430K	0.44%	36
2026 Q1	$1.14M	Sell	15,526 -81	-0.5%	-$5.46K	0.59%	26
2025 Q4	$937K	Buy	15,607 +4,639	+42%	+$266K	0.34%	55
2025 Q3	$606K	Buy	10,968 +3,999	+57%	+$216K	0.24%	72
2025 Q2	$360K	Buy	+6,969	New	+$382K	0.18%	89

Other funds holding EIX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Waypoint Wealth Counsel's EIX Position: Q3 2026 in Review

Waypoint Wealth Counsel reduced its Edison International (EIX) stake by 28% in Q3 2026, selling an estimated $182K and leaving 6,804 shares worth $366K. The position accounts for 0.21% of the portfolio, ranked #86.

Waypoint Wealth Counsel first reported a position in EIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2026. 541 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

Waypoint Wealth Counsel held 6,804 shares of Edison International worth $366K as of Q3 2026.
Waypoint Wealth Counsel sold 2,689 Edison International shares in Q3 2026, an estimated $182K.
Edison International made up 0.21% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #86 holding.
Waypoint Wealth Counsel first reported a position in Edison International in Q2 2025 and has held it in 6 quarters since.
Waypoint Wealth Counsel's Edison International position peaked at $1.14M in Q1 2026.
541 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.