Atala Financial’s Edwards Lifesciences EW Stock Holding History

Atala Financial’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	-92	Closed	-$6.67K	–	225
2025 Q1	$6.67K	Hold	92	–	–	﹤0.01%	373
2024 Q4	$6.81K	Buy	+92	New	+$6.44K	﹤0.01%	378

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Atala Financial's EW Position: Q2 2025 in Review

Atala Financial sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 92 shares — an estimated $6.67K sold.

Atala Financial first reported a position in EW in Q4 2024 and held it in 2 quarters. The position peaked at $6.81K in Q4 2024. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

Atala Financial reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 92 Edwards Lifesciences shares in Q2 2025, an estimated $6.67K.
Atala Financial first reported a position in Edwards Lifesciences in Q4 2024 and held it in 2 quarters.
Atala Financial's Edwards Lifesciences position peaked at $6.81K in Q4 2024.
1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.