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Berry Wealth Group’s Edwards Lifesciences EW Stock Holding History

Berry Wealth Group’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
-2,589
Closed -$202K – 53
2025
Q2 		$202K Buy
+2,589
New +$193K 0.14% 104
2025
Q1 		– Sell
-3,016
Closed -$223K – 101
2024
Q4 		$223K Sell
3,016
-796
-21% -$55.7K 0.16% 86
2024
Q3 		$252K Sell
3,812
-99
-3% -$7.19K 0.18% 75
2024
Q2 		$361K Buy
3,911
+406
+12% +$36K 0.29% 47
2024
Q1 		$335K Sell
3,505
-1,554
-31% -$131K 0.28% 48
2023
Q4 		$386K Buy
+5,059
New +$352K 0.35% 43

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Berry Wealth Group's EW Position: Q3 2025 in Review

Berry Wealth Group sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 2,589 shares — an estimated $202K sold.

Berry Wealth Group first reported a position in EW in Q4 2023 and held it in 6 quarters. The position peaked at $386K in Q4 2023. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Berry Wealth Group reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,589 Edwards Lifesciences shares in Q3 2025, an estimated $202K.
  • Berry Wealth Group first reported a position in Edwards Lifesciences in Q4 2023 and held it in 6 quarters.
  • Berry Wealth Group's Edwards Lifesciences position peaked at $386K in Q4 2023.
  • 1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.