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Cornerstone Wealth Management’s Edwards Lifesciences EW Stock Holding History

Cornerstone 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
Q3 		– Sell
-3,638
Closed -$285K – 682
2025
Q2 		$285K Buy
+3,638
New +$271K 0.02% 525
2024
Q3 		– Sell
-2,247
Closed -$208K – 571
2024
Q2 		$208K Buy
2,247
+147
+7% +$13K 0.02% 517
2024
Q1 		$201K Buy
+2,100
New +$176K 0.02% 515
2022
Q3 		– Sell
-2,100
Closed -$200K – 447
2022
Q2 		$200K Buy
2,100
+18
+0.9% +$1.86K 0.02% 428
2022
Q1 		$245K Sell
2,082
-230
-10% -$25.8K 0.02% 413
2021
Q4 		$299K Buy
+2,312
New +$270K 0.03% 389
2018
Q4 		– Sell
-57,204
Closed -$173K – 575
2018
Q3 		$173K Sell
57,204
-240,087
-81% -$11.7M ﹤0.01% 1228
2018
Q2 		$678K Buy
+297,291
New +$13.9M 0.01% 903

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

Cornerstone Wealth Management's EW Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 3,638 shares — an estimated $285K sold.

Cornerstone Wealth Management first reported a position in EW in Q2 2018 and held it in 8 quarters. The position peaked at $678K in Q2 2018. 1,253 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Cornerstone Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,638 Edwards Lifesciences shares in Q3 2025, an estimated $285K.
  • Cornerstone Wealth Management first reported a position in Edwards Lifesciences in Q2 2018 and held it in 8 quarters.
  • Cornerstone Wealth Management's Edwards Lifesciences position peaked at $678K in Q2 2018.
  • 1,253 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.