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Carolinas Wealth Consulting’s Edwards Lifesciences EW Stock Holding History

Carolinas Wealth Consulting’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
-36
Closed -$2.61K – 294
2025
Q1 		$2.61K Hold
36
– – ﹤0.01% 744
2024
Q4 		$2.67K Sell
36
-92
-72% -$6.44K ﹤0.01% 768
2024
Q3 		$8.45K Sell
128
-782
-86% -$56.8K ﹤0.01% 589
2024
Q2 		$84.1K Buy
910
+33
+4% +$2.92K 0.02% 286
2024
Q1 		$83.8K Buy
877
+735
+518% +$61.7K 0.02% 296
2023
Q4 		$10.8K Hold
142
– – ﹤0.01% 530
2023
Q3 		$9.05K Sell
142
-25
-15% -$2.01K ﹤0.01% 533
2023
Q2 		$15.8K Buy
167
+62
+59% +$5.39K ﹤0.01% 518
2023
Q1 		$8.69K Hold
105
– – ﹤0.01% 628
2022
Q4 		$7.83K Buy
105
+36
+52% +$2.77K ﹤0.01% 648
2022
Q3 		$6K Buy
69
+25
+57% +$2.41K ﹤0.01% 642
2022
Q2 		$4K Sell
44
-24
-35% -$2.48K ﹤0.01% 675
2022
Q1 		$8K Hold
68
– – ﹤0.01% 637
2021
Q4 		$9K Sell
68
-393
-85% -$45.8K ﹤0.01% 625
2021
Q3 		$52K Sell
461
-263
-36% -$30K 0.01% 338
2021
Q2 		$75K Buy
724
+94
+15% +$8.86K 0.02% 304
2021
Q1 		$53K Buy
630
+562
+826% +$47.5K 0.01% 350
2020
Q4 		$6K Hold
68
– – ﹤0.01% 631
2020
Q3 		$5K Buy
68
+47
+224% +$3.67K ﹤0.01% 560
2020
Q2 		$1K Buy
+21
New +$1.49K ﹤0.01% 564

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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

Carolinas Wealth Consulting's EW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 36 shares — an estimated $2.61K sold.

Carolinas Wealth Consulting first reported a position in EW in Q2 2020 and held it in 20 quarters. The position peaked at $84.1K in Q2 2024. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 36 Edwards Lifesciences shares in Q2 2025, an estimated $2.61K.
  • Carolinas Wealth Consulting first reported a position in Edwards Lifesciences in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Edwards Lifesciences position peaked at $84.1K in Q2 2024.
  • 1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.