Beacon Capital Management LLC (Tennessee)’s Edwards Lifesciences EW Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-71	Closed	-$5.55K	–	402
2025 Q2	$5.55K	Hold	71	–	–	﹤0.01%	738
2025 Q1	$5.15K	Hold	71	–	–	﹤0.01%	763
2024 Q4	$5.26K	Hold	71	–	–	﹤0.01%	719
2024 Q3	$4.68K	Sell	71 -9	-11%	-$654	﹤0.01%	828
2024 Q2	$7.39K	Buy	80 +45	+129%	+$3.98K	﹤0.01%	624
2024 Q1	$3.35K	Buy	35 +23	+192%	+$1.93K	﹤0.01%	785
2023 Q4	$831	Sell	12 -300	-96%	-$20.9K	﹤0.01%	888
2023 Q3	$29.4K	Hold	312	–	–	0.01%	340
2023 Q2	$29.4K	Hold	312	–	–	0.01%	340
2023 Q1	$25.8K	Hold	312	–	–	0.01%	326
2022 Q4	$23.3K	Hold	312	–	–	0.01%	349
2022 Q3	$30K	Hold	312	–	–	0.01%	284
2022 Q2	$36K	Hold	312	–	–	0.01%	291
2022 Q1	$36K	Buy	+312	New	+$35K	0.01%	291

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Beacon Capital Management LLC (Tennessee)'s EW Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 71 shares — an estimated $5.55K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EW in Q1 2022 and held it in 14 quarters. The position peaked at $36K in Q2 2022. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 71 Edwards Lifesciences shares in Q3 2025, an estimated $5.55K.
Beacon Capital Management LLC (Tennessee) first reported a position in Edwards Lifesciences in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Edwards Lifesciences position peaked at $36K in Q2 2022.
1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.