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Briaud Financial Planning’s Edwards Lifesciences EW Stock Holding History

Briaud Financial Planning’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
-48
Closed -$3K – 112
2025
Q2 		$3K Sell
48
-40
-45% -$2.98K ﹤0.01% 306
2025
Q1 		$6K Sell
88
-12
-12% -$859 ﹤0.01% 152
2024
Q4 		$7K Sell
100
-76
-43% -$5.32K ﹤0.01% 144
2024
Q3 		$11K Sell
176
-36
-17% -$2.62K 0.01% 105
2024
Q2 		$19K Sell
212
-687
-76% -$60.8K 0.01% 90
2024
Q1 		$86K Buy
+899
New +$75.5K 0.05% 44
2023
Q4 		– Sell
-1,246
Closed -$86K – 66
2023
Q3 		$86K Buy
+1,246
New +$100K 0.07% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Briaud Financial Planning's EW Position: Q3 2025 in Review

Briaud Financial Planning sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 48 shares — an estimated $3K sold.

Briaud Financial Planning first reported a position in EW in Q3 2023 and held it in 7 quarters. The position peaked at $86K in Q1 2024. 1,254 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Briaud Financial Planning reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 48 Edwards Lifesciences shares in Q3 2025, an estimated $3K.
  • Briaud Financial Planning first reported a position in Edwards Lifesciences in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Edwards Lifesciences position peaked at $86K in Q1 2024.
  • 1,254 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.