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Cherry Tree Wealth Management’s Edwards Lifesciences EW Stock Holding History

Cherry Tree Wealth 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
Q4 		– Sell
-26
Closed -$2.02K – 608
2025
Q3 		$2.02K Hold
26
– – ﹤0.01% 519
2025
Q2 		$2.03K Sell
26
-116
-82% -$8.65K ﹤0.01% 532
2025
Q1 		$10.3K Hold
142
– – ﹤0.01% 415
2024
Q4 		$10.5K Hold
142
– – ﹤0.01% 408
2024
Q3 		$9.37K Hold
142
– – ﹤0.01% 426
2024
Q2 		$13.1K Buy
142
+86
+154% +$7.62K ﹤0.01% 367
2024
Q1 		$5.35K Buy
56
+30
+115% +$2.52K ﹤0.01% 433
2023
Q4 		$1.98K Hold
26
– – ﹤0.01% 502
2023
Q3 		$1.8K Hold
26
– – ﹤0.01% 491
2023
Q2 		$2.45K Buy
+26
New +$2.26K ﹤0.01% 472

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cherry Tree Wealth Management's EW Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 26 shares — an estimated $2.02K sold.

Cherry Tree Wealth Management first reported a position in EW in Q2 2023 and held it in 10 quarters. The position peaked at $13.1K in Q2 2024. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 26 Edwards Lifesciences shares in Q4 2025, an estimated $2.02K.
  • Cherry Tree Wealth Management first reported a position in Edwards Lifesciences in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Edwards Lifesciences position peaked at $13.1K in Q2 2024.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.