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Beaumont Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Beaumont Financial Advisors’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
-10,127
Closed -$788K – 384
2025
Q3 		$788K Sell
10,127
-9
-0.1% -$703 0.05% 184
2025
Q2 		$793K Buy
10,136
+1,558
+18% +$116K 0.06% 171
2025
Q1 		$622K Buy
8,578
+71
+0.8% +$5.08K 0.05% 199
2024
Q4 		$630K Sell
8,507
-1
-0% -$70 0.05% 196
2024
Q3 		$561K Sell
8,508
-92
-1% -$6.68K 0.04% 198
2024
Q2 		$794K Buy
8,600
+71
+0.8% +$6.29K 0.06% 166
2024
Q1 		$815K Buy
8,529
+10
+0.1% +$840 0.07% 163
2023
Q4 		$650K Buy
8,519
+37
+0.4% +$2.57K 0.06% 171
2023
Q3 		$588K Sell
8,482
-1,991
-19% -$160K 0.06% 164
2023
Q2 		$988K Buy
10,473
+35
+0.3% +$3.04K 0.09% 135
2023
Q1 		$864K Buy
10,438
+11
+0.1% +$865 0.09% 134
2022
Q4 		$778K Sell
10,427
-21
-0.2% -$1.62K 0.08% 143
2022
Q3 		$863K Hold
10,448
– – 0.08% 129
2022
Q2 		$994K Buy
10,448
+10
+0.1% +$1.03K 0.09% 123
2022
Q1 		$1.23M Buy
10,438
+6,115
+141% +$686K 0.09% 141
2021
Q4 		$560K Hold
4,323
– – 0.04% 193
2021
Q3 		$489K Sell
4,323
-1,000
-19% -$114K 0.04% 204
2021
Q2 		$551K Buy
+5,323
New +$502K 0.04% 198
2021
Q1 		– Sell
-2,327
Closed -$212K – 343
2020
Q4 		$212K Buy
+2,327
New +$193K 0.02% 317

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
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

Beaumont Financial Advisors's EW Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 10,127 shares — an estimated $788K sold.

Beaumont Financial Advisors first reported a position in EW in Q4 2020 and held it in 19 quarters. The position peaked at $1.23M in Q1 2022. 1,315 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,127 Edwards Lifesciences shares in Q4 2025, an estimated $788K.
  • Beaumont Financial Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 19 quarters.
  • Beaumont Financial Advisors's Edwards Lifesciences position peaked at $1.23M in Q1 2022.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.