Advisors Preferred’s Edwards Lifesciences EW Stock Holding History

Advisors Preferred’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 Q4	–	Sell	-3,045	Closed	-$232K	–	257
2025 Q3	$232K	Buy	+3,045	New	+$238K	0.03%	186
2022 Q2	–	Sell	-19,693	Closed	-$2.42M	–	151
2022 Q1	$2.42M	Buy	+19,693	New	+$2.21M	0.2%	44
2020 Q4	–	Sell	-18,306	Closed	-$1.46M	–	174
2020 Q3	$1.46M	Sell	18,306 -232	-1%	-$18.1K	0.29%	27
2020 Q2	$1.28M	Buy	18,538 +17,047	+1,143%	+$1.21M	0.36%	27
2020 Q1	$94K	Buy	+1,491	New	+$108K	0.06%	77
2015 Q1	–	Sell	-45,660	Closed	-$969K	–	279
2014 Q4	$969K	Buy	45,660 +42,840	+1,519%	+$861K	0.46%	63
2014 Q3	$48K	Buy	+2,820	New	+$44.5K	0.03%	139

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisors Preferred's EW Position: Q4 2025 in Review

Advisors Preferred sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 3,045 shares — an estimated $232K sold.

Advisors Preferred first reported a position in EW in Q3 2014 and held it in 7 quarters. The position peaked at $2.42M in Q1 2022. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Advisors Preferred reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Advisors Preferred sold 3,045 Edwards Lifesciences shares in Q4 2025, an estimated $232K.
Advisors Preferred first reported a position in Edwards Lifesciences in Q3 2014 and held it in 7 quarters.
Advisors Preferred's Edwards Lifesciences position peaked at $2.42M in Q1 2022.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.