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Atria Wealth Solutions’s Edwards Lifesciences EW Stock Holding History

Atria Wealth Solutions’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 		$269K Sell
3,443
-3,219
-48% -$240K 0.01% 1211
2025
Q1 		$483K Sell
6,662
-29,763
-82% -$2.13M 0.01% 1215
2024
Q4 		$2.7M Sell
36,425
-321
-0.9% -$22.5K 0.03% 540
2024
Q3 		$2.42M Sell
36,746
-10,072
-22% -$732K 0.03% 560
2024
Q2 		$4.32M Buy
46,818
+939
+2% +$83.2K 0.05% 374
2024
Q1 		$4.38M Buy
45,879
+863
+2% +$72.5K 0.05% 376
2023
Q4 		$3.43M Sell
45,016
-92
-0.2% -$6.4K 0.04% 418
2023
Q3 		$3.13M Sell
45,108
-2,405
-5% -$193K 0.04% 423
2023
Q2 		$4.48M Sell
47,513
-12,033
-20% -$1.05M 0.06% 313
2023
Q1 		$4.93M Sell
59,546
-986
-2% -$77.5K 0.07% 269
2022
Q4 		$4.52M Sell
60,532
-3,528
-6% -$272K 0.07% 272
2022
Q3 		$5.29M Buy
64,060
+18,893
+42% +$1.82M 0.09% 222
2022
Q2 		$4.29M Buy
45,167
+7,500
+20% +$776K 0.08% 257
2022
Q1 		$4.43M Buy
+37,667
New +$4.23M 0.07% 276

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Atria Wealth Solutions's EW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Edwards Lifesciences (EW) stake by 48% in Q2 2025, selling an estimated $240K and leaving 3,443 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1211.

Atria Wealth Solutions first reported a position in EW in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.29M in Q3 2022. 1,260 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Atria Wealth Solutions held 3,443 shares of Edwards Lifesciences worth $269K as of Q2 2025.
  • Atria Wealth Solutions sold 3,219 Edwards Lifesciences shares in Q2 2025, an estimated $240K.
  • Edwards Lifesciences made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1211 holding.
  • Atria Wealth Solutions first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Edwards Lifesciences position peaked at $5.29M in Q3 2022.
  • 1,260 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.