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Applied Finance Capital Management’s Edwards Lifesciences EW Stock Holding History

Applied Finance Capital Management’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
-9,103
Closed -$708K – 255
2025
Q3 		$708K Sell
9,103
-1,447
-14% -$113K 0.05% 143
2025
Q2 		$825K Sell
10,550
-3,879
-27% -$289K 0.06% 146
2025
Q1 		$1.05M Sell
14,429
-876
-6% -$62.7K 0.08% 106
2024
Q4 		$1.13M Buy
15,305
+6,271
+69% +$439K 0.05% 98
2024
Q3 		$596K Buy
9,034
+314
+4% +$22.8K 0.03% 182
2024
Q2 		$805K Buy
+8,720
New +$772K 0.04% 119

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's EW Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 9,103 shares — an estimated $708K sold.

Applied Finance Capital Management first reported a position in EW in Q2 2024 and held it in 6 quarters. The position peaked at $1.13M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 9,103 Edwards Lifesciences shares in Q4 2025, an estimated $708K.
  • Applied Finance Capital Management first reported a position in Edwards Lifesciences in Q2 2024 and held it in 6 quarters.
  • Applied Finance Capital Management's Edwards Lifesciences position peaked at $1.13M in Q4 2024.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.