Alta Advisers’s Edwards Lifesciences EW Stock Holding History

Alta Advisers’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	-3,185	Closed	-$248K	–	218
2025 Q3	$248K	Hold	3,185	–	–	0.08%	213
2025 Q2	$249K	Hold	3,185	–	–	0.09%	197
2025 Q1	$231K	Buy	+3,185	New	+$228K	0.1%	201
2024 Q4	–	Sell	-1,800	Closed	-$119K	–	246
2024 Q3	$119K	Hold	1,800	–	–	0.05%	250
2024 Q2	$166K	Hold	1,800	–	–	0.08%	154
2024 Q1	$172K	Hold	1,800	–	–	0.09%	156
2023 Q4	$137K	Hold	1,800	–	–	0.07%	179
2023 Q3	$125K	Hold	1,800	–	–	0.07%	173
2023 Q2	$170K	Hold	1,800	–	–	0.1%	131
2023 Q1	$149K	Hold	1,800	–	–	0.09%	144
2022 Q4	$134K	Hold	1,800	–	–	0.08%	157
2022 Q3	$149K	Buy	+1,800	New	+$173K	0.09%	124

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

Alta Advisers's EW Position: Q4 2025 in Review

Alta Advisers sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 3,185 shares — an estimated $248K sold.

Alta Advisers first reported a position in EW in Q3 2022 and held it in 12 quarters. The position peaked at $249K in Q2 2025. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Alta Advisers reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Alta Advisers sold 3,185 Edwards Lifesciences shares in Q4 2025, an estimated $248K.
Alta Advisers first reported a position in Edwards Lifesciences in Q3 2022 and held it in 12 quarters.
Alta Advisers's Edwards Lifesciences position peaked at $249K in Q2 2025.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.