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Bell Asset Management’s Edwards Lifesciences EW Stock Holding History

Bell Asset 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
Q2 		– Sell
-53,202
Closed -$3.86M – 65
2025
Q1 		$3.86M Sell
53,202
-930
-2% -$66.6K 0.71% 63
2024
Q4 		$4.01M Sell
54,132
-43,195
-44% -$3.02M 0.73% 60
2024
Q3 		$6.42M Sell
97,327
-5,555
-5% -$404K 1.18% 36
2024
Q2 		$9.5M Sell
102,882
-24,458
-19% -$2.17M 1.33% 25
2024
Q1 		$12.2M Sell
127,340
-49,017
-28% -$4.12M 1.78% 14
2023
Q4 		$13.4M Buy
176,357
+49,314
+39% +$3.43M 2.05% 6
2023
Q3 		$8.8M Buy
127,043
+40,578
+47% +$3.26M 1.45% 30
2023
Q2 		$8.16M Sell
86,465
-14,196
-14% -$1.23M 1.4% 39
2023
Q1 		$8.33M Buy
100,661
+10,688
+12% +$840K 1.52% 28
2022
Q4 		$6.71M Buy
89,973
+24,741
+38% +$1.91M 1.26% 43
2022
Q3 		$5.39M Sell
65,232
-783
-1% -$75.3K 1.09% 50
2022
Q2 		$6.28M Buy
66,015
+2,788
+4% +$289K 1.24% 47
2022
Q1 		$7.44M Buy
63,227
+8,343
+15% +$936K 1.28% 41
2021
Q4 		$7.11M Buy
54,884
+262
+0.5% +$30.6K 1.15% 48
2021
Q3 		$6.18M Buy
54,622
+2,049
+4% +$234K 1.05% 52
2021
Q2 		$5.45M Sell
52,573
-229
-0.4% -$21.6K 1.07% 51
2021
Q1 		$4.42M Buy
+52,802
New +$4.46M 0.95% 55

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Bell Asset Management's EW Position: Q2 2025 in Review

Bell Asset Management sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 53,202 shares — an estimated $3.86M sold.

Bell Asset Management first reported a position in EW in Q1 2021 and held it in 17 quarters. The position peaked at $13.4M in Q4 2023. 1,260 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Bell Asset Management reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Bell Asset Management sold 53,202 Edwards Lifesciences shares in Q2 2025, an estimated $3.86M.
  • Bell Asset Management first reported a position in Edwards Lifesciences in Q1 2021 and held it in 17 quarters.
  • Bell Asset Management's Edwards Lifesciences position peaked at $13.4M in Q4 2023.
  • 1,260 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Bell Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.