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Beaird Harris Wealth Management’s Edwards Lifesciences EW Stock Holding History

Beaird Harris 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
Q4 		– Sell
-5
Closed -$424 – 727
2025
Q3 		$424 Buy
+5
New +$391 ﹤0.01% 623
2024
Q2 		– Sell
-10
Closed -$956 – 738
2024
Q1 		$956 Hold
10
– – ﹤0.01% 544
2023
Q4 		$763 Buy
+10
New +$696 ﹤0.01% 541

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 $3.38T AUM 44.17% 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

Beaird Harris Wealth Management's EW Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 5 shares — an estimated $424 sold.

Beaird Harris Wealth Management first reported a position in EW in Q4 2023 and held it in 3 quarters. The position peaked at $956 in Q1 2024. 1,315 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 5 Edwards Lifesciences shares in Q4 2025, an estimated $424.
  • Beaird Harris Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Edwards Lifesciences position peaked at $956 in Q1 2024.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.