Cornerstone Advisors’s Edwards Lifesciences EW Stock Holding History

Cornerstone Advisors’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	-7,300	Closed	-$571K	–	254
2025 Q2	$571K	Hold	7,300	–	–	0.02%	248
2025 Q1	$529K	Sell	7,300 -2,700	-27%	-$193K	0.02%	243
2024 Q4	$740K	Hold	10,000	–	–	0.03%	229
2024 Q3	$660K	Hold	10,000	–	–	0.03%	248
2024 Q2	$924K	Sell	10,000 -4,100	-29%	-$363K	0.04%	252
2024 Q1	$1.35M	Hold	14,100	–	–	0.06%	248
2023 Q4	$1.08M	Sell	14,100 -2,300	-14%	-$160K	0.05%	252
2023 Q3	$1.14M	Buy	+16,400	New	+$1.32M	0.05%	244
2022 Q1	–	Sell	-39,000	Closed	-$5.05M	–	167
2021 Q4	$5.05M	Hold	39,000	–	–	0.27%	92
2021 Q3	$4.42M	Hold	39,000	–	–	0.26%	103
2021 Q2	$4.04M	Hold	39,000	–	–	0.24%	118
2021 Q1	$3.26M	Hold	39,000	–	–	0.29%	89
2020 Q4	$3.56M	Buy	39,000 +24,000	+160%	+$1.99M	0.31%	83
2020 Q3	$1.2M	Sell	15,000 -33,000	-69%	-$2.57M	0.11%	142
2020 Q2	$3.32M	Hold	48,000	–	–	0.31%	83
2020 Q1	$3.02M	Hold	48,000	–	–	0.33%	75
2019 Q4	$3.73M	Buy	+48,000	New	+$3.75M	0.31%	97
2018 Q4	–	Sell	-45,300	Closed	-$2.63M	–	232
2018 Q3	$2.63M	Buy	45,300 +21,300	+89%	+$1.04M	0.19%	137
2018 Q2	$1.17M	Hold	24,000	–	–	0.14%	147
2018 Q1	$1.12M	Hold	24,000	–	–	0.13%	163
2017 Q4	$902K	Hold	24,000	–	–	0.1%	193
2017 Q3	$874K	Buy	24,000 +9,000	+60%	+$343K	0.1%	200
2017 Q2	$591K	Buy	+15,000	New	+$548K	0.11%	185
2016 Q4	–	Sell	-9,300	Closed	-$374K	–	247
2016 Q3	$374K	Hold	9,300	–	–	0.1%	169
2016 Q2	$309K	Buy	+9,300	New	+$318K	0.08%	186

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Cornerstone Advisors's EW Position: Q3 2025 in Review

Cornerstone Advisors sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 7,300 shares — an estimated $571K sold.

Cornerstone Advisors first reported a position in EW in Q2 2016 and held it in 25 quarters. The position peaked at $5.05M in Q4 2021. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

Cornerstone Advisors reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 7,300 Edwards Lifesciences shares in Q3 2025, an estimated $571K.
Cornerstone Advisors first reported a position in Edwards Lifesciences in Q2 2016 and held it in 25 quarters.
Cornerstone Advisors's Edwards Lifesciences position peaked at $5.05M in Q4 2021.
1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.