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Bellecapital’s Edwards Lifesciences EW Stock Holding History

Bellecapital’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
Q1 		– Sell
-3,439
Closed -$255K – 146
2024
Q4 		$255K Sell
3,439
-1,091
-24% -$76.4K 0.05% 121
2024
Q3 		$299K Sell
4,530
-2,085
-32% -$151K 0.06% 120
2024
Q2 		$611K Hold
6,615
– – 0.13% 93
2024
Q1 		$632K Hold
6,615
– – 0.14% 91
2023
Q4 		$504K Hold
6,615
– – 0.11% 95
2023
Q3 		$458K Hold
6,615
– – 0.11% 106
2023
Q2 		$624K Hold
6,615
– – 0.15% 92
2023
Q1 		$547K Hold
6,615
– – 0.14% 104
2022
Q4 		$494K Hold
6,615
– – 0.14% 104
2022
Q3 		$547K Buy
6,615
+110
+2% +$10.6K 0.17% 94
2022
Q2 		$619K Sell
6,505
-110
-2% -$11.4K 0.17% 92
2022
Q1 		$779K Hold
6,615
– – 0.25% 76
2021
Q4 		$857K Sell
6,615
-50
-0.8% -$5.83K 0.24% 78
2021
Q3 		$755K Hold
6,665
– – 0.23% 86
2021
Q2 		$690K Hold
6,665
– – 0.21% 89
2021
Q1 		$557K Buy
6,665
+63
+1% +$5.33K 0.17% 100
2020
Q4 		$602K Sell
6,602
-149
-2% -$12.4K 0.2% 88
2020
Q3 		$539K Buy
6,751
+997
+17% +$77.8K 0.25% 78
2020
Q2 		$398K Hold
5,754
– – 0.19% 87
2020
Q1 		$362K Buy
5,754
+519
+10% +$37.4K 0.23% 86
2019
Q4 		$407K Buy
5,235
+240
+5% +$18.7K 0.21% 92
2019
Q3 		$366K Buy
4,995
+1,725
+53% +$121K 0.22% 91
2019
Q2 		$201K Buy
+3,270
New +$198K 0.13% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bellecapital's EW Position: Q1 2025 in Review

Bellecapital sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 3,439 shares — an estimated $255K sold.

Bellecapital first reported a position in EW in Q2 2019 and held it in 23 quarters. The position peaked at $857K in Q4 2021. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Bellecapital reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Bellecapital sold 3,439 Edwards Lifesciences shares in Q1 2025, an estimated $255K.
  • Bellecapital first reported a position in Edwards Lifesciences in Q2 2019 and held it in 23 quarters.
  • Bellecapital's Edwards Lifesciences position peaked at $857K in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Bellecapital's 13F filing for Q1 2025, filed 16 Apr 2025.