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Advisor Resource Council’s Edwards Lifesciences EW Stock Holding History

Advisor Resource Council’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,991
Closed -$576K – 310
2025
Q1 		$576K Buy
+7,991
New +$572K 0.05% 342
2024
Q1 		– Sell
-7,241
Closed -$552K – 326
2023
Q4 		$552K Buy
+7,241
New +$504K 0.06% 258
2022
Q3 		– Sell
-8,104
Closed -$770K – 258
2022
Q2 		$770K Buy
+8,104
New +$839K 0.07% 232
2022
Q1 		– Sell
-8,154
Closed -$1.06M – 313
2021
Q4 		$1.06M Buy
+8,154
New +$951K 0.08% 233
2021
Q3 		– Sell
-6,881
Closed -$713K – 295
2021
Q2 		$713K Buy
+6,881
New +$649K 0.07% 248

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Advisor Resource Council's EW Position: Q2 2025 in Review

Advisor Resource Council sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 7,991 shares — an estimated $576K sold.

Advisor Resource Council first reported a position in EW in Q2 2021 and held it in 5 quarters. The position peaked at $1.06M in Q4 2021. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Advisor Resource Council reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 7,991 Edwards Lifesciences shares in Q2 2025, an estimated $576K.
  • Advisor Resource Council first reported a position in Edwards Lifesciences in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's Edwards Lifesciences position peaked at $1.06M in Q4 2021.
  • 1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.