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Arete Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Arete Wealth Advisors’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
-3,926
Closed -$305K – 484
2025
Q3 		$305K Buy
+3,926
New +$307K 0.02% 595
2025
Q1 		– Sell
-4,139
Closed -$307K – 739
2024
Q4 		$307K Buy
4,139
+700
+20% +$49K 0.02% 549
2024
Q3 		$225K Sell
3,439
-150
-4% -$10.9K 0.02% 617
2024
Q2 		$332K Buy
+3,589
New +$318K 0.03% 511
2024
Q1 		– Sell
-3,988
Closed -$304K – 482
2023
Q4 		$304K Buy
3,988
+108
+3% +$7.51K 0.02% 548
2023
Q3 		$269K Sell
3,880
-344
-8% -$27.6K 0.05% 369
2023
Q2 		$398K Sell
4,224
-3,488
-45% -$303K 0.04% 415
2023
Q1 		$638K Buy
7,712
+71
+0.9% +$5.58K 0.05% 290
2022
Q4 		$570K Buy
7,641
+2,173
+40% +$167K 0.05% 300
2022
Q3 		$452K Sell
5,468
-4
-0.1% -$385 0.04% 319
2022
Q2 		$520K Sell
5,472
-270
-5% -$28K 0.05% 237
2022
Q1 		$676K Sell
5,742
-502
-8% -$56.3K 0.06% 233
2021
Q4 		$802K Buy
6,244
+595
+11% +$69.4K 0.07% 212
2021
Q3 		$640K Buy
5,649
+555
+11% +$63.3K 0.07% 215
2021
Q2 		$460K Buy
5,094
+108
+2% +$10.2K 0.06% 218
2021
Q1 		$417K Buy
4,986
+125
+3% +$10.6K 0.05% 266
2020
Q4 		$442K Buy
4,861
+127
+3% +$10.5K 0.06% 251
2020
Q3 		$373K Buy
4,734
+390
+9% +$30.4K 0.06% 259
2020
Q2 		$300K Buy
4,344
+264
+6% +$18.8K 0.05% 296
2020
Q1 		$257K Sell
4,080
-681
-14% -$49.1K 0.05% 266
2019
Q4 		$370K Sell
4,761
-300
-6% -$23.4K 0.06% 269
2019
Q3 		$371K Buy
5,061
+459
+10% +$32.2K 0.07% 259
2019
Q2 		$283K Buy
4,602
+333
+8% +$20.1K 0.05% 307
2019
Q1 		$272K Sell
4,269
-30
-0.7% -$1.71K 0.06% 303
2018
Q4 		$219K Hold
4,299
– – 0.05% 319
2018
Q3 		$249K Buy
+4,299
New +$210K 0.06% 302

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 $3.37T AUM 44.26% 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

Arete Wealth Advisors's EW Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 3,926 shares — an estimated $305K sold.

Arete Wealth Advisors first reported a position in EW in Q3 2018 and held it in 26 quarters. The position peaked at $802K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,926 Edwards Lifesciences shares in Q4 2025, an estimated $305K.
  • Arete Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2018 and held it in 26 quarters.
  • Arete Wealth Advisors's Edwards Lifesciences position peaked at $802K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

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