Congress Wealth Management’s Edwards Lifesciences EW Stock Holding History

Congress 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 Q2	$958K	Buy	12,241 +5,882	+92%	+$439K	0.01%	719
2025 Q1	$459K	Buy	+6,359	New	+$455K	0.01%	839
2024 Q3	–	Sell	-7,151	Closed	-$661K	–	850
2024 Q2	$661K	Buy	7,151 +66	+0.9%	+$5.84K	0.01%	495
2024 Q1	$677K	Sell	7,085 -565	-7%	-$47.5K	0.01%	416
2023 Q4	$583K	Buy	7,650 +1,070	+16%	+$74.5K	0.01%	446
2023 Q3	$456K	Sell	6,580 -405	-6%	-$32.5K	0.01%	468
2023 Q2	$659K	Buy	6,985 +1,376	+25%	+$120K	0.02%	384
2023 Q1	$464K	Buy	5,609 +34	+0.6%	+$2.67K	0.01%	426
2022 Q4	$416K	Sell	5,575 -78	-1%	-$6.01K	0.01%	429
2022 Q3	$467K	Sell	5,653 -32	-0.6%	-$3.08K	0.01%	415
2022 Q2	$540K	Buy	5,685 +57	+1%	+$5.9K	0.01%	397
2022 Q1	$663K	Sell	5,628 -157	-3%	-$17.6K	0.01%	407
2021 Q4	$749K	Buy	+5,785	New	+$675K	0.01%	405

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Congress Wealth Management's EW Position: Q2 2025 in Review

Congress Wealth Management increased its Edwards Lifesciences (EW) stake by 92% in Q2 2025, buying an estimated $439K and bringing the position to 12,241 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #719.

Congress Wealth Management first reported a position in EW in Q4 2021 and has held it in 13 quarters since. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

Congress Wealth Management held 12,241 shares of Edwards Lifesciences worth $958K as of Q2 2025.
Congress Wealth Management bought 5,882 Edwards Lifesciences shares in Q2 2025, an estimated $439K.
Edwards Lifesciences made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #719 holding.
Congress Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 13 quarters since.
1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.