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Atticus Wealth Management’s Edwards Lifesciences EW Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-168
Closed -$13.1K – 341
2025
Q2 		$13.1K Buy
+168
New +$12.5K ﹤0.01% 453
2022
Q4 		– Sell
-45
Closed -$4K – 570
2022
Q3 		$4K Hold
45
– – ﹤0.01% 446
2022
Q2 		$4K Hold
45
– – ﹤0.01% 478
2022
Q1 		$5K Buy
+45
New +$5.05K ﹤0.01% 460
2021
Q2 		– Sell
-750
Closed -$63K – 382
2021
Q1 		$63K Hold
750
– – 0.03% 193
2020
Q4 		$68K Buy
+750
New +$62.2K 0.03% 183

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Atticus Wealth Management's EW Position: Q3 2025 in Review

Atticus Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 168 shares — an estimated $13.1K sold.

Atticus Wealth Management first reported a position in EW in Q4 2020 and held it in 6 quarters. The position peaked at $68K in Q4 2020. 1,254 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Atticus Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 168 Edwards Lifesciences shares in Q3 2025, an estimated $13.1K.
  • Atticus Wealth Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 6 quarters.
  • Atticus Wealth Management's Edwards Lifesciences position peaked at $68K in Q4 2020.
  • 1,254 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.