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

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 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 Q4 2021 and held it in 6 quarters. The position peaked at $299K in Q4 2021. 1,255 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 Q4 2021 and held it in 6 quarters.
Cornerstone Wealth Management's Edwards Lifesciences position peaked at $299K in Q4 2021.
1,255 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.